Export a contact profile

There should be a way to print a dossier-type view of a contact to provide to an employee.  I'm thinking a pdf that has relevant contact details plus interaction history so an employee can get up to speed before a meeting.  I know a lot of the information can be exported to excel, but I think there should be some other way that is more visually appealing and as simple as a print profile.

HubSpot updates
7 Replies
JenniferK
Occasional Contributor

Agreed.  Would be great to hand a customer's timeline over to customer service or legal teams when there is claim or legal issue.  

mrspabs
Top Contributor

Yes! I would love this. 

GeorgeM
Regular Contributor

 I am thinking..can't we send that in an internal email, adding to it the fields from the contact?

mrspabs
Top Contributor

@GeorgeM That is what I do now, but my users complain that sometimes the internal emails take a few minutes to be delivered.

GeorgeM
Regular Contributor

@mrspabs ah, these patient users Smiley Happy

benjaminbachman
Occasional Contributor

Go go go!

Karen2
Occasional Contributor

 Indeed, we would also find this feature useful.