HubSpot Ideas

KMarsh

Filtering on Deals based on Playbooks

Hi - we are trying to utilise the Playbook function more and we have a 'Sales Playbook' which includes specific information relating to deals. One of the team suggested it would be useful to be able to filter deals by: 

 

* Playbook vs No Playbook

* Information within the Playbook 

2 Replies
CKidd
Participant

this would be increadibly helpful. 

ACollins77
Member

yes need this