HubSpot Ideas

kelseybodnar

Have the most recently created deal show first in Outlook

We had a client reach out asking if it's possible to have a setting for the most recent deal to be listed when logging emails in Outlook toward a deal in HubSpot. Right now, there is no way to organize the deals that are the most recent to the contact itself or when logging any email from the plugin (but it should display the first 10 deals associated with a contact). It would help them find deals quicker and be able to move them through the funnel quicker, 

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1 Kommentar
CThomas2
Mitglied

This drives me mad! We really need it to show the most recent 3... or only open deals.