Add a Contact or Company from Search Bar

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Regular Contributor

I use the serch box in the black header bar to quickly locate contacts & companies in the CRM.  When a contact is not already in the CRM, it displays the message "no results found".  To add the info you must click on the Contacts/ Companies tab then 'add a contact/company' button when the screen loads.  

 

Instead of those 2 computer clicks, could the text displayed in the search bar offer to add this search as a contact or company? If you click 'add as contact' that it would take you to the entering a contact form (same for companies).  And say you use an e-mail or URL to search, the e-mail/ URL would already be populated in the form.  

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HubSpot Moderator

Hi @LizO  Not possible at this time, but a great idea. Can you head over to the ideas forum and add this as a post?

 

Ed 

 


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HubSpot Moderator

Hi @LizO  Not possible at this time, but a great idea. Can you head over to the ideas forum and add this as a post?

 

Ed 

 


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Regular Contributor

@edjusten there is already an idea on the board.  If others like this please add your vote to the idea here.