Posted on behalf of customer:
I use Hubspot as a guide for making sales telephone calls. Frequently, I will reach a person on the telephone, who tells that me someone else in his company is a better point of contact. Everything in the first person's contact is often unchanged for the second person, excepting name, title, email address and phone number. However, sometimes even the phone number is unchanged. I might stumble through a half dozen new contacts in one such company before finally finding the right person to visit with, but all along the way I may be accumulating information on all six contacts, which will contribute to moving me closer to closing a deal. Sometimes I get all the way down to contact number six, and I find that contact number two is the REAL DEAL CLOSER.
I would like to be able to make new contacts by cloning the old contacts. I know that Hubspot bases everything on email addresses, and will not permit duplicate email addresses, which I agree is a good idea. However, if you go through a cloning process there WILL be, at least temporarily, a cloning of emails, which is not currently allowed. Hubspot should be set up so that temporarily copying cloned data is allowed until you hit the final "Save" button.
The way things are set up now I have to export one single contact into a csv file and then go through the laborious clicking process of changing that one exported file to the name and email address of the new contact and then turn around and import the new contact back into Hubspot. That's a LOT of trigger work for just one contact. I could key the contact in from scratch faster except now I am talking about increased probability that I will make a typo on something and corrupt the new contact so that I can't find it in a new search or I can't use it even if I find it.
You guys and gals are REALLY smart, but I think this is a glitch in your code, and it really needs to be fixed. Thanks, and best regards, Charles.
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Contacts & Companies