Dashboards & Reporting

JvanBeeck
Participante

Deals color on dashboard

resolver

Why are some Deals white and others grey regardless of where they are in the pipeline and regardless of which Deal Stage?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deals color on dashboard

resolver

Hi @JvanBeeck,

 

The grey cards are inactive deals. You can choose when a deal should be shown as inactive through the board / card settings:

 

karstenkoehler_0-1680169957403.png

karstenkoehler_1-1680169979496.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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DSiwinski
Membro

Deals color on dashboard

resolver

Hi @karstenkoehler I have some deals showing grey, where as others are grey with a large red Inactive. Is there a status difference there? Also is there a way to create a list of Inactive deals for intregrations/task management? 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deals color on dashboard

resolver

Hi @JvanBeeck,

 

The grey cards are inactive deals. You can choose when a deal should be shown as inactive through the board / card settings:

 

karstenkoehler_0-1680169957403.png

karstenkoehler_1-1680169979496.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva