Is there a way to segment all of our quotes in some way? We have multiple product lines and I am wanting to “group” them in some way dependent on that product line. Right now they are all just mixed together in one view. Thanks!
@JLobdell it’s currently not possible to create views of quotes and easily segment them.
You might upvote and add your use case to this idea: Saved Views for Quotes.
Hope this helps!
Best regards,
HubSpot Revenue Operations & Co-Founder @ Koalify