HubSpot Ideas

Logan_Armstrong

Ability to lock / save draft of deal creation form

Currently, there's no way to actively inhibit a user from accidentally clicking onto another deal or similar instances where the deal creation form is replaced by another pane on screen. It would be great if there were an ability to have a few more controls around not being able to interact with other parts of the CRM when creating a deal, similar to Salesforce, or being able to recover a draft of the latest deal creation form you were working on in case you accidentally misclick. Especially for deals requiring extensive data input to be created, a simple misclick can result in a signficant amount of lost work and general frustration.

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