I would specifically like to change the Company state property from a single-line text box to a drop-down box with pre-populated values. What would truly speed up the entry process is a reverse lookup based on postal code to populate the city and state!
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A sales rep has a deal. This deal is associated with a contact and a company. However, halfway through the sales conversations, another lead joins the conversation through a cc'd email. Having the ability to assign this new lead/email to an existing Deal/Company would be helpful as there is no way to do this without having to manually look the new lead up in the system, and manually add the deals and company after the email has been sent.
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For new contacts who are being added or contacts filling in a form that requires their address to be typed in, allow for addresses to be auto-populated or be searchable (like how Google maps would work) so that they would not have to fill up so much information.
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If the user clicks the magnifying glass in the navigation bar to globally search all objects and properties, and they only input numbers, HubSpot will only search the record ID property, inconsistent with the type of search conducted with alpha-numeric characters. We have a numeric custom property, and because of this inconsistency, we are unable to search records for the value. Please change the search function so it will search all objects and properties based on numeric-only input, just as it would if alpha-numeric input.
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I have tried to create an import template for our sales team to use when they import new companies and contacts. We have multiple properties with drop down options. Those drop down properties are prone to errors when importing due to spelling errors or sales rep inputting options not on the drop down. I need to create a import template with the drop downs on each property for our sales reps to choose from so that they know which options are available for each property. In order to create those dropdowns Excel needs reference fields on the same spreadsheet. I can't put them on a second sheet because HubSpot will not import spreadsheets with two sheets. I can't put them in hidden column because HubSpot tried to import those with the contacts/companies. To improve my sales reps' efficency and improve data quality, I need a way to create a import template with drop downs options on the spreadsheet.
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I'd like to propose capability of adding a column to an import load file that indicates if a note should be pinned. I import notes with contacts & would like to be able to pin those notes within the system upon import (instead of manually for each record - after import).
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When you're in table view it would be really useful to be able to enter edit mode and be able to manually edit elements in the table, for example, wanting to edit telephone numbers on after another without needing to go into each contact or company records detail screen. Some of my data was imported and so in the telephone number field have some email address for example. If I arranged the table view with Telphone number column next to the email column and could then be able to click into each property make a change or copy it and past it into the other without the need to open the company or contact record a HUGE productivity increase.
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It would be great if that "opted out of email" note on the upper left of the screen would have a date - - - I have had people who have opted out, call me and re-initiate contact and ask for emails
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When I worked in a medical office we had the option for a POPUP note on clients - A quick note that popsup everytime you are on that customer's profile with some important info Example: Brian out of town until 12/20 or Example: Brian's mom died - hold calls until 12/20 or Example: temporarily in AUS set call times accordingly EXP 12/20 or Example: Brian is business partner to Joe Smith another HS contact These were so helpful
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