HubSpot Ideas

willcurran

Quick record timeline that you can quickly jump to points in the record timeline

Wouldn't the contact record timeline be great if you could see an at a glance (at the top) when a contact has been touched. Almost like a scrubable timeline heatmap showing dots where they were touched. It'd help you see at a glance how often the whole team has been talking to the contact.

 

I imagine dots icons that let you see calls, sales emails, marketing emails (different dots for open, click and not opened), social media clicks, page views, form submissions, etc. Similar to Gong's deal view:

image.png

 

This would also allow you to jump to the beginning of a contact life easily.

 

Here's a rough mock-up:

Hubspot Timeline (1).png

8 Comentários
DevinRZC_DM
Participante

Sales reps, managers, AMs, etc absolutely need a "bird's eye view" like this. Thanks for adding, Will!

cduffy
Participante | Parceiro Elite

This would be so stinking awesome!! Great idea Will!

paulaburza
Membro

This would be so so good! Quick, easy to understand overview for KPIs, as well as presenting in meetings. Efficiency at its finest! 

StephanieB
Colaborador(a) | Parceiro Elite

YES please this would be a total game changer and save so much time!

willcurran
Top colaborador(a)

Going to give this an good ol' fashion bump 🙂

EMoer
Membro

I could also love to know the way you installation a workflow to assign tickets spherical robin style in case you're inclined to percentage how you installation that workflow with differnet language as you can check; I've had little fulfillment putting in place any workflows to attempt to configure this.

MrBean
Top colaborador(a)

Yes! similar to what's been rolled out at in the prospecting beta. great suggestion

 

One thing to note is all i care about are the inflection points. when something new happens. ie. i don't want to see the hundreds of cold emails a sales person sent. i just want to see when the reply happened. or when they booked the meeting. Engagement > activities

 

anything would be an improvement: current filter/layout is not super helpful (Especially on enterprise level accounts with lots of activity

 

even a shortcut button to take you to the beginning of timeline would be helpful!

 

@AJohar 

 

MrBean_0-1691425061835.png

Status atualizado para: Delivered
kman
Equipe de Produto da HubSpot

Hi all happy to say this idea has been implemented (see below)! The allbound timeline card is live in public beta. You can opt into the beta by going to the dropdown in the top right of the menu > Product Updates > In beta > Click the "Join beta" button next to Allbound timeline card on record pages. You can then add the card to record pages: Go to settings > Objects > Record customization > Choose a view > Add cards > Select "Allbound timeline." It is currently restricted to activity data (emails, calls, meetings) and does not show events like form submissions. If you have any feedback, please feel free to email me at kman@hubspot.com.

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