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mamersfoort
Participant

Sorting deals overview by close date counterintuitive

Résolue

In de deals tiles overview when sorting by close date / most recent one would expect that the deals with the oldest close date would show on top. However the opposite happens , deals with a close date far into the future are shown on top. This does not make sense to me ...

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Josh
Solution
Expert reconnu | Partenaire solutions Diamond
Expert reconnu | Partenaire solutions Diamond

Sorting deals overview by close date counterintuitive

Résolue

Hi @mamersfoort,

 

I understand what you're saying here, but I really think it's a matter of preference and processes. But the good news is, you can customize how your screen is sorted so it is best for you. Under board actions, choose "sort" and make the adjustments as needed.

 

91CEFCC8-B105-42EB-A663-A572D1391CA4.jpeg

I hope this helps!

 

Josh 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Voir la solution dans l'envoi d'origine

1 Réponse
Josh
Solution
Expert reconnu | Partenaire solutions Diamond
Expert reconnu | Partenaire solutions Diamond

Sorting deals overview by close date counterintuitive

Résolue

Hi @mamersfoort,

 

I understand what you're saying here, but I really think it's a matter of preference and processes. But the good news is, you can customize how your screen is sorted so it is best for you. Under board actions, choose "sort" and make the adjustments as needed.

 

91CEFCC8-B105-42EB-A663-A572D1391CA4.jpeg

I hope this helps!

 

Josh 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer