Ability to organize/modify associated contacts within a company record
I want the ability to prioritize/sort/order the associated contacts on a company record. I'd like to be able to pin my main point of contact at the top of that list -- especially when I'm working with companies that have 10+ associated contacts.
This would also be good if you could organize contacts within a deal and if you could 'archive' contacts against a deal, so you can keep their historic emails, but mark them as having moved off the customer's team.
100%. With the addition of Account tracking on a Company record, the contacts sorting needs a drastic overhaul. Why do we have to click "View more in filtered view" to always find the champion, decision-maker, or anyone else? This seems like a layup for Product.
I can't believe that it is not yet a feature in Hubspot. I've worked in B2B and now B2C, and I always need to prioritize my customer contacts based on decision maker, support, and admin roles. Esp. when you sell into Fortune 500 companies, which usually have 10-20 contacts within one organization. This is one of the most crucial features in a CRM! I've used different CRMs in the past that offer contact priority, but somehow Hubspot lacks this feature.
This is something that negatively affects the user experience and makes working within the company pages more challenging than it needs to be.
Especially with the addition of Association tags, it would be good to be able to sort associated Contacts based on tags - for instance, put contacts labeled as "Former Employee" at the bottom. This would greatly add to the value and adoption of the Association tags.
