HubSpot Ideas


Internal pop up on a contact

We are constantly looking at ways to grow and develop our sales team and get them to think creatively and would love to have the ability to create a internal popup that had several check boxes that a sales agent could fill in while talking to a client and would then populate onto their contact record in the CRM. This would encourgae the sales agent to interact more with the client and think outside the box about understanding the clients needs.