Inline editing in list view

spatrizi

It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it.

 

The preview pane is helpful, but I often have property columns in the list views that aren't front and center in the preview pane, requiring me to click another button to find the properties. That's super-cumbersome when you need to edit multiple records - especially when each entry will be unique.

57件のコメント
TKolodny
メンバー

This is one of my biggest pain points with Hubspot. I truly hope this will become a priority to make life easier for users. 

ASpivak
メンバー

This is one of my biggest pain points with Hubspot. I truly hope this will become a priority to make life easier for users. 

GEiselt
投稿者

Please add this! Was a daily QOL feature for me when using Salesforce, disappointed to find it missing in HubSpot!

MRebakBA
参加者
Totally. There are some (at least they seem this way) basic ‘me too’
functionality items that would REALLY bolster the value of Hubspot and make
it less of a barrier when comparing the two.
SBritton
メンバー

Troops.ai provides this in-lin editing capability with their grid product on Hubspot sales and marketing clouds - more details here https://www.troops.ai/product/grid

MRebakBA
参加者
Cool app... frankly, that's a lot of cake for what we'd use it for.
ChrisLuka
参加者
I'm already paying for HubSpot. Why should I have to pay *more *for such a
basic feature?
Caito124
投稿者

Same! It would be an infinitely better UX to be able to update properties right from a list or filtered view when we have to update properties in bulk.

RFrary
参加者

🙌

DLopez333
投稿者

Have to add this would be super helpful and save a lot of time! Please add this feature 🙂

scottflanigan
参加者 | Platinum Partner

100% need inline editing (and the relevant permissions to go along with it). Every client asks for this feature.

 

The "Preview" slide-out is nice but doesn't solve this need.

bashomosko
参加者

I find that working leads is best in a list view of contacts but I want to be able to quickly change lead status, jot down next steps, etc. 

Helli
投稿者

This would be extreme timesaving and good feature.!

Datisfy
メンバー

This! Is there no easy way to change a property value quickly and without going into individual records for contacts or companies. This is ESPECIALLY important for non-technical people. That it doesn't exist doesn't make any sense to me. Major obstacle to loving HubSpot.

KNewnham
メンバー

Putting in our vote for this feature! Having previously done a lot of work out of Google Sheets, it's great to be able to see selected properties in the list view however the additional clicks it takes to actually update the property is a barrier for our team. It would be great if you could update it, rather than the information being static.

LMitcheltree
メンバー

Yes!!!  Really need the ability to use inline editing.  I have several views setup for different teams and they need to be able to quickly edit certian fields. 

Inagreat
メンバー

Yes, This would be incredible! 🙏

PHeurtebize
メンバー

Yes, the fact you cannot do that is exactly the reason why i'm using Airtable when doing outreach even though i'd like to use hubspot only.

For all the people asking if an add-in exist, I've come accross that one https://www.devart.com/excel-addins/hubspot/#:~:text=To%20edit%20HubSpot%20data%20in,see%20which%20d.... It basically allows to use excel to update hubspot. Not fully ideal, and I haven't tried it yet but will give it a go till Hubspot add the feature.

ChaosFreak
投稿者

Don't hold your breath for this. Salesforce has had it for 15+ years but HubSpot never develops these types of simple, basic and necessary features.

ckelby
メンバー

I agree 100%. In line editing would save me so much time!