Tickets & Conversations

SHast
Teilnehmer/-in

Deal Status in the List of Quotes

lösung

Can you please add the Deal Status field to the colums listed on the Quotes view under Sales. I have no way to know if I care that a quote is signed or not when I can't see the deal stage it is in. Thank you! 

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Deal Status in the List of Quotes

lösung

Hi @SHast,

 

If you feel strongly about this, you could suggest it in the HubSpot Ideas section of the community. Requests are monitored by the HubSpot product team and evaluated based on popularity.

 

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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
4 Antworten
webdew
Ratgeber/-in | Diamond Partner
Ratgeber/-in | Diamond Partner

Deal Status in the List of Quotes

lösung

Hi @SHast ,

Unfortunately this is currently not possible in hubspot. but you can always submit your idea into the idead section of the hubspot commuity. https://community.hubspot.com/t5/Ideas/ct-p/ideas.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

0 Upvotes
natsumimori
Community-Manager/-in
Community-Manager/-in

Deal Status in the List of Quotes

lösung

Hi @SHast ,

 

Do you mean you'd want to view associated deal's "deal stage" in the Quote's listing page(Sales > Quotes)?

Quotes.png

0 Upvotes
SHast
Teilnehmer/-in

Deal Status in the List of Quotes

lösung

Yes. I would like the deal stage column added to the view.

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Deal Status in the List of Quotes

lösung

Hi @SHast,

 

If you feel strongly about this, you could suggest it in the HubSpot Ideas section of the community. Requests are monitored by the HubSpot product team and evaluated based on popularity.

 

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 Upvotes