HubSpot CRM Panel for Primary Contact in Companies
We're keen to get your input on our new HubSpot CRM Panel that lets you set the Primary Contact for a Company.
Version 2 is now under construction
We're developing Version 2 of the widget. We've completely rebuilt it from the ground up and we're looking to add more features in 2020.
Currently the widget will allow you to:
- See the Primary Contact in the Company record.
- Use the Actions to set the Primary Contact for a Company.
- The Contacts you can select is restricted to people "associated" with the Company (so you can't accidentally add someone from another Company).
- Confirm your changes after you make the change.
We've got more features planned and we're keen to get your feedback.
Please let us know what you need
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