Sales Hub Tools

fcocco
Member

Quotes visibility and filtering. Idea for new feature?

After many attempts, I have to give up. I can't.

Now I have a dream.

 

Quotes are associated with deals and this operation imposes properties as if they were inherited. Well, I would like to be able to filter quotes using deals properties!

 

Let's complicate the problem a bit. On deals it is possible to add a custom property of type "users," to simulate, for example, a second owner. My desire would be to make visible and to filter quotes based on this second owner (when the deal is associated to quote, obviously).

1 Reply 1
PamCotton
Community Manager
Community Manager

Quotes visibility and filtering. Idea for new feature?

Hello @fcocco, thank you for posting in our Community!

I'd like to share this Community post here with the added workaround possibility.

To our top experts @LPaladino @CamillaTrigwell @jolle any suggestions to @fcocco matter?

 

Thank you,

Pam

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