HubSpot Ideas

LY

Group Contacts by Association Label on the Overview Tab

I like that you can look at a contact's card on the right side of a deal and see the list of their association labels on it. Somewhere on the deal page, I would like to see association labels with lists of contacts that fall under them too.

 

I think having charts that automatically group contacts by association label on the new Overview tab would be a good place.

 

This way, you can look at a person's name and see what roles they fill or you can look at a role and see the list of people who fill it.

0 Upvotes
HubSpot Updates
Delivered
April 23, 2024 02:15 PM

Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize the Middle Column of records knowledge base article.  

 

It looks like this: 

Screenshot 2024-04-23 at 4.12.44 PM.png

 

It that what you were asking for? 

1 Reply
WinnieHien
HubSpot Product Team

Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize the Middle Column of records knowledge base article.  

 

It looks like this: 

Screenshot 2024-04-23 at 4.12.44 PM.png

 

It that what you were asking for?