CRM

vagarwalla
Member

Auto-save for deal and contact records

SOLVE

Why does Hubspot not automatically save the edits made to deal and contact records?

 

Many times I have accidentally lost changes, and when I close the deal view it doesn't even notify me my edits will be unsaved.

 

1) Is there a way to turn on auto-save in Hubspot?

2) If not, is this on the immediate roadmap?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto-save for deal and contact records

SOLVE

Hi @vagarwalla,

 

This is currently not possible. Other users have requested this before you:

Entry fields auto-saving after being altered

Auto Save

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity.

 

You can also make it easier for others to find these requests by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto-save for deal and contact records

SOLVE

Hi @vagarwalla,

 

This is currently not possible. Other users have requested this before you:

Entry fields auto-saving after being altered

Auto Save

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity.

 

You can also make it easier for others to find these requests by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.