Edit contact list order on deal record

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Occasional Contributor

Hello,

There is a list of contacts associated with a deal (for example).

In case I need one of the contacts to be in the first place, I need to delete it and to add it (because the "newest" contact appears first).

It will be great to have an option to "switch" places without deleting (as the option we have multiple emails, per contact to determin one of them to be primary.

Thanks.

1 Accepted solution

Accepted Solutions
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Top Advisor | Gold Partner

Hi @Edna 

 

We've been working on a HubSpot App to set the Primary Contact for a Company.

 

Would this work for you if it was available in the Deals?

 

Please get in touch if this looks like it could help.

Mike

5 Replies 5
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Top Advisor | Gold Partner

Hi @Edna 

 

We've been working on a HubSpot App to set the Primary Contact for a Company.

 

Would this work for you if it was available in the Deals?

 

Please get in touch if this looks like it could help.

Mike

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Occasional Contributor

Hi Mike,

This will be great.

 

Happy holidays,

Edna

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0 Upvotes
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Occasional Contributor

Hi Mike, I would also be interested in something like this. Some questions for you:

 

1. How much will your app cost and when will it be available?

2. Will you offer this functionality for the HubSpot Company view as well?

3. Can you select a few primary contacts, not just one so they all appear at the top of the list?

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Occasional Contributor

I, too, would like to see this in the Deals view but also the Company view as well. 

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New Contributor

I would definitnely like to also see the ability to move contacts up and down within a Company, as sometimes there IS NO deal yet while you are trying a whole bunch of contacts, looking for the right one.  

Once you find one or a team of people assosciated with a deal, it would be great to be able to click n drag the contacts in a list of your own choosing of priority.  i.e. not just ONE primary contact, but moving the the whole team to the top instead of most recent.  

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0 Upvotes