HubSpot Ideas

mfoldager

Fewer clicks in the "Import" flow by dropping the "next" button

The idea:
Make the "selections" in the Import Flow into Buttons instead.


Right now doing an import on a big monitor feels really annoying since you have to click the selection and move your cursor all the way to the bottom right in every single view.

 

Current flow to import properties to existing deals:

  1. Start an import
  2. File from computer
  3. Next
  4. One file
  5. Next
  6. One object
  7. Next
  8. Deals
  9. Next
  10. Upload
  11. Tick existing deals
  12. Next
  13. Specify import mapping
  14. Next
  15. Specify import name
  16. Next
  17. Finish Import

Suggested flow to import properties to existing deals:

  1. Start an import
  2. File from computer (continue automatically)
  3. One file (continue automatically)
  4. One object (continue automatically)
  5. Deals (continue automatically)
  6. Upload (continue automatically or stay on the page but enable the button below)
  7. Select existing deals/new deals as a button instead
  8. Specify import name (and show #9 below)
  9. Specify import mapping
  10. Finish import

 

Doing it like this would save the user 7 clicks and save them from moving the cursor from the center of the screen to the bottom right corner of the screen every time they have to click next.

 

At the very least, move the button closer to the center.

1 Reply
Msyvrais
Key Advisor

PLEASE - This process is painfully slow and so many clicks - especially when you have 3 or 4 documents to upload. (or at least move the next button closer to the options!)