HubSpot Ideas

SGördel

Sales Breefing

Hello and greetings from Hamburg (Germany),

 

Problem:
We use atlassian:Confluence to document and summarize meetings. Here are also summarized customer conversations for meetings. Because of this, the employees think that because weekly the row is filled in a table it is an update for the customer and HubSpot is not necessary.

 

Request

I would like to have an intermediate page in which I can add selected (for me relevant and selected) records. The area should contain more information than the pipeline and preview, as it needs to provide a better and faster overall view.

 

I hope this was understandable so far.

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