I love the new manage duplicate contact feature, but I think it would be even better if we (or Hubspot) could reverse a merged contact. I have someone working through this list and he merged two contacts that should not have been merged. Now, we can't fix it and so I will have to recreate the contact that was merged.
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Right now if a company has any logo's attached to their email then they are listed in the "attachment" section of the contacts. There should be an option to not allow attachments that are logo's or other images since they crowd the attachment space with unnecessary docs.
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Currently, it is possible to sort out/ log Notes/ Emails/Calls/Tasks on the tab displayed on top of the each records. It will be great if it includes "Meeting" on the tab as well. ( I realized it is possible to filter "Meeting" on activity timeline. But it will be more time-efficient if meetings could sort out/ log on the tab)
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I would love to see multiple "About this contact" boxes. I would love to have a customizable amount of boxes with customizable properties inside. We currently have close to 25 properties as our default properties, and it would help a lot to be able to break those up and organize them a little better.
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I'd like to recommend that Husbpot recognize international states/provinces/regions. It currently only has fields for the 50 US states. My business does business with China and Canada and we can not add state/provices/regions into the "State/Region" property. Make a bulk update that a hubspot implementation specalist can put into your hubspot account on the backend?
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It would be great to easliy find what you are looking for by having a search bar to enter Keyworks. Having to look through all your notes, meeting and calls to find the info you are looking for is a pain. Possibly a seach bar similar to outlooks seach would be wonderful :)
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Adding a "recently used" of maybe 3 options to the pop down list that appears when you click to edit a contact's properties would be really useful. Currently very inconvenient and inefficient to have to either type in or scroll to the particular field each and every time you need to.
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We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage attachements on an individual basis, and you have to load attachments into the GUI in smaller groups. This can make attachment management and location very time consuming. It would be great to have an attachment screen with bulk selection for management/ deletion/ download/ upload...etc.
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hi, I think we should be able to import Contacts/ and a list of Selected contacts from HubSpot to our Phone, So that we can save and find if they exist on platforms like WhatsApp or Faacebook etc. This will ease our time instead of creating any contact manually from HubSpot to our phones.
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To the best of my knowledge this functionality doesn’t exist. If it does please let me know. We manage new and existing contact with HubSpot. Even when the forms are set to auto populate with the contact's details, we find that some of our existing contacts type the abbreviated version of their company name or have a typing issue and accidently misspell some of their data. It would be extremely helpful if HubSpot would allow the Contact/Company Owner to approve or disregard any data before that data is applied to an existing record. Ideally this functionally could be enabled or disabled according to each HubSpot client’s needs, and enabled or disabled per Contact/Company. We currently spend more time than I’d like on rectifying contact info, and we all know how critical it is to have the correct information associated to a contact! A quick check to validate the data would save time and help prevent important data from being overwritten.
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