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DMaggs
Member

Is there a way to filter the sales stages to show those that are untouched for a specified number of days?

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karstenkoehler
Most Valuable Member

Hi @DMaggs,

 

Are you referring to deals in your pipeline? I would understand sales stages as the pipeline which in itself cannot be touched/untouched.

 

When you navigate to Sales > Deals, you can switch to a board view at the top left:

 

karstenkoehler_4-1627275970656.png

 

 

Once you do that, HubSpot should automatically display whether deals have been inactive for a while or not:

 

karstenkoehler_1-1627275874617.png

 

By clicking Board actions > Edit cards on the upper right, you can also specify when a card should show as inactive/gray for a color-coded view:

 

karstenkoehler_2-1627275923169.png

 

karstenkoehler_3-1627275932805.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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