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Jbort
Miembro

Default filters within the section "Business"

resolver

Our customer would like that within the section "Business" he could have the possibility of filtering. There are 3 default filters (Business owner, creation date and last modification date). To find all the others, you should access them by clicking on "More filters". A much more efficient option would be to have the possibility to edit these filters that appear by default as the main ones, and that each user can add the ones he uses the most.Please we would like to see it soon, it will be so useful for our workflow in Deals.

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Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Default filters within the section "Business"

resolver

Hi @Jbort 

hope you are doing well.

I'd recommend you to post all your proposals in the Ideas Forum.

Just for you to know,

you can edit the Deals views and set this up to be your favorite or standard.

Deals Filters_Views-HubSpot_AndimolDeals Filters_Views-HubSpot_Andimol

 

Hope this helps.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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1 Respuesta 1
Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Default filters within the section "Business"

resolver

Hi @Jbort 

hope you are doing well.

I'd recommend you to post all your proposals in the Ideas Forum.

Just for you to know,

you can edit the Deals views and set this up to be your favorite or standard.

Deals Filters_Views-HubSpot_AndimolDeals Filters_Views-HubSpot_Andimol

 

Hope this helps.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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