CRM

Baba70
Member

Modify contact properties in one-click without clicking the record

SOLVE

Hello,

 

While having the list of my contacts view, I would like to be able to click on a property that a specific contact has (in this case the status), make it clickable and modify it without entering the contact record and without going through  check contact > Modify > then change property.

 

Is there a way to customize this on Hubspot? 

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

Modify contact properties in one-click without clicking the record

SOLVE

Hi @Baba70,

 

It's not possible to click into a "cell" in a list or a filtered contact view and edit right there. However, you can select the contact and use the bulk edit feature (even for one contact) to make a change from that view: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Modify contact properties in one-click without clicking the record

SOLVE

Hi @Baba70,

 

It's not possible to click into a "cell" in a list or a filtered contact view and edit right there. However, you can select the contact and use the bulk edit feature (even for one contact) to make a change from that view: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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