HubSpot Ideas

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
kylemckay
Submitted by on ‎Jun 11, 2020 1:55 PM

Export Lead Score rules to excel (or make easier to review in product)

Once HubSpot Lead Score is configured, it's difficult to review the list of Scores that've been assigned. 

Each ruleset  takes up a lot of white space, and the fact that we only have 2/3 of the screen to view the PropertyEditModal makes it quite difficult in my opinion to revie and make changes to the Lead Scoring model.  Lot's of unecessary scrolling.

 

My use case, is I want to share with other team members what the Lead Score criteria consists of ... I'm going to end up copy / pasting into excel rather than showing the criteria in product which is kind of a shame.

 

tldr; make it easier for marketers to review HubSpot Lead Score criteria without requiring so much scrolling.

 

Property_settings.png

See more ideas labeled with:
22 Replies
RustySD
Member
‎Jul 30, 2024 9:42 PM

Frankly, the scoring solution is AWFUL in hubspot. If your scoring is at all complex, the screen is long, no way to search, it's in a hideous sidebar, no export. 

 

To get around this, I literally copied the entire scoring table, pasted in chat gpt, and told it to create an excel spreadsheet out of the table with columns for score and action. It handled it pretty well... got me 90% of the way.

 

I'm shocked at how poorly designed the lead scoring screen is. It is one of the items that makes me want to move on from Hubspot. 

aparcan
Participant
‎Oct 1, 2024 1:51 PM

+1 on this idea - I work on several portals at once and this particular tool is one of the hardest to compare and contrast across portals. Would love to be able to share with various teams without giving access to the tool itself.