Tips, Tricks & Best Practices

DEB12
Member

Is it possible to show a "flag" on deals with tasks (pipeline view)?

SOLVE

I come from Pipedrive, where deals with task displayed a red, yellow, or gray dot indicator, telling you if the task of the deal is due, overdue....

 

Cant find something similar here in HubSpot. I am missing something?

0 Upvotes
1 Accepted solution
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Is it possible to show a "flag" on deals with tasks (pipeline view)?

SOLVE

Hi @DEB12 ,

There is no as such provision of deals displayed in red , yellow but yes, you can do teh settings for the inactive deals after a set amount of time. The deal card will turn grey when they pass the due time. You can set it here:
Sales . Deals (open board view for the deal pipleine) > Board Actions > edit cards 

webdew_0-1637554976498.png

Next, set the days after which you want yo mark your deals inactive:

webdew_1-1637555038749.png

Thsi is how the active and inactive deals will loom like, active deals in white and inactive deals are grey in color:

webdew_2-1637555184313.png

 

Hope this helps!


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

Thanks and Regards.

View solution in original post

1 Reply 1
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Is it possible to show a "flag" on deals with tasks (pipeline view)?

SOLVE

Hi @DEB12 ,

There is no as such provision of deals displayed in red , yellow but yes, you can do teh settings for the inactive deals after a set amount of time. The deal card will turn grey when they pass the due time. You can set it here:
Sales . Deals (open board view for the deal pipleine) > Board Actions > edit cards 

webdew_0-1637554976498.png

Next, set the days after which you want yo mark your deals inactive:

webdew_1-1637555038749.png

Thsi is how the active and inactive deals will loom like, active deals in white and inactive deals are grey in color:

webdew_2-1637555184313.png

 

Hope this helps!


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

Thanks and Regards.