Kanban view for Contacts and Companies (and maybe custom objects?)
Hi there!
HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have any kanban/Pipeline view for them.
In that case, CRM admins need to create tons of new Pipelines for each team because no one wants to use the default view for that object that looks like an Excel. This difficulty A LOT to maintain the CRM clean and properties sync because we have a lot of teams interacting with the client in different pipelines and no one wants to use Contact or Company records to centralize data.
My idea is to have a feature to create Pipelines for Contact and Companies based on dropbox/radio select properties. And these records could be in more than one Pipeline at the same time. For example:
A Pipeline that shows up Companies based on a property called "Key Account status". The stages could be the same as the dropbox options. And Companies without that property selected would no appear.
A Pipeline based on the property "Marketing engagement". The same stages as the other Pipeline.
If Company A has both "Key Account status" and "Marketing engagement" properties set, that record will be at both pipelines simultaneously.
If Company B has "Key Account status" set but "Marketing engagement" empty, will just appear in the first Pipeline.
Great idea, Felipe! It’s surprising this hasn’t been developed yet, given the need for more streamlined views for teams like Customer Success. Hopefully, with enough support, the product team will prioritize it!"
My name is Jeannie and I'm the product manager for Pipelines and the Kanban board.
I'm exploring the idea of making the board available for Contacts and Companies and would greatly appreciate your insights. If you're interested in sharing more details with me, please fill out thisform.
Came here searching for exactly the same. This is such a deal breaker for me, I'm going to look into dropping HubSpot and moving to another CRM system.
How can I possibly nurture 2,000+ top-of-funnel contacts at a variety of different stages when they're just in a big long list? At the moment, contacts and leads are a "place where data goes to die" - and my Deals pipeline kanban board is a joy to use.
Please implement this, HubSpot. Seems like you have all the requisite components ready - just missing the kanban board views.
I'm excited to share that we are currently in beta with a new board view for Contacts & Companies, including an enhanced board experience. The beta is currently closed, but feel free to add your name to the waitlist for the next phase. You can do so on theProduct Updates page in your HubSpot account--see screenshot.
For our beta participants: We would appreciate any feedback on the feature. Please share your thoughts using the in-app survey or through the beta feedback page.
I am trying to join the beta or add my name to the waiting list, but can't see this update on my "product updates" page. I would love to join the update as a user waiting for this feature for a couple of years @JeannieN . Thanks for working on this.
