HubSpot Ideas


Prospecting from Contact and or Company Records



You have the ability via a LH side slide in window to preview certain porperties from a list of Prospects. This information [amongst other things] shows similar companies to the prospect that you are previewing ...this is a great tool for salesmen to use, and can help them find new sales leads.


What would be even better would be if there was some way of clicking on a button in a contact or company record, called  "similar companies" and allowing salesmen to prospect new sales leads on the basis of compnaies that are already our customers.


You are 'missing a trick' here... !

1 Reply

The right pane is missing for contact record and their is no arrow to expand it to show deal, company, attachments etc.  Can you help, please?