In HubSpot, we currently have the ability to "Preview" a user from the CRM contact tables like so:
However, this does not apply to associations:
It would be useful if "Preview" worked for associated contacts as well as the main contact as this would reduce the amount of time spent loading into and out of profiles in large organisations or organisations where there may be multiple association contact types between departments etc.
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer