HubSpot Ideas

eimear_d

Quicker way to add a contact to a deal

Currently, when you create a new deal at the level of the company, you can add all your details & at the bottom when you can choose what company and contact to associate to the deal, the company is preselected. When I go to associate a contact to said deal, I have to type in my search for the right one. 

To me, it makes so much sense at this point to have a dropdown menu for the existing contacts within that company, as I'm 99% likely to want to choose a contact from that list as opposed to from my entire contact list.

 

It's not a huge deal-breaker for me but seems like a simple fix and would make that workflow a lot smoother.