Tips, Tricks & Best Practices

APatterson9
参加者

Deals Boards

解決

Is there a way to archive a deal or mark the deal as "won" so it will no longer be on my deals boards but I will not lose the data on the board? We don't want to lose the amount or the fact that our saleperson sold something but we do not want our boards cluttered with deals. We also want this to be asociated with our companies so we know who signed a deal. 

 

Does anyone know how to acomplish this? Can anyone share what they do to help this problem?

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APatterson9
解決策
参加者

Deals Boards

解決

Is there a way to save this view for everyone on my team or will everyone have to go in and update thier view? Also, why is this not a feature already in HubSpot, I don't understand what other people do to not have this issue? If everyone is changing their view then why is that not a standard feature??

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Jnix284
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Deals Boards

解決

@APatterson9 yes, when you save the view, you have the option to make it visible for everyone:

Jnix284_0-1707435683903.png

 

From there, they can organize the views at the top that they work from the most:

Jnix284_1-1707435734506.png

 

Everyone using HubSpot manages their deals differently, being able to create custom views allows you the most flexibility.

 

What's an issue for you might not be for others, I can't say why HubSpot chose to do it this way - our team doesn't filter views to remove closed deals, we view the deals based on timeframes and by owner.

 

If you think there is an improvement that needs to be made, you can suggest it for the product team to consider in the ideas discussion here.

 

I hope this helps you get it organized the way you'd like!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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3件の返信
Jnix284
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Deals Boards

解決

Hi @APatterson9 the easiest way to do this is to add Filters and create Saved Views for your deal board.

 

That way all of the deal data remains, but the views you work from have only the deals you need.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 いいね!
APatterson9
解決策
参加者

Deals Boards

解決

Is there a way to save this view for everyone on my team or will everyone have to go in and update thier view? Also, why is this not a feature already in HubSpot, I don't understand what other people do to not have this issue? If everyone is changing their view then why is that not a standard feature??

0 いいね!
Jnix284
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Deals Boards

解決

@APatterson9 yes, when you save the view, you have the option to make it visible for everyone:

Jnix284_0-1707435683903.png

 

From there, they can organize the views at the top that they work from the most:

Jnix284_1-1707435734506.png

 

Everyone using HubSpot manages their deals differently, being able to create custom views allows you the most flexibility.

 

What's an issue for you might not be for others, I can't say why HubSpot chose to do it this way - our team doesn't filter views to remove closed deals, we view the deals based on timeframes and by owner.

 

If you think there is an improvement that needs to be made, you can suggest it for the product team to consider in the ideas discussion here.

 

I hope this helps you get it organized the way you'd like!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 いいね!