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parsylAL
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Member since ‎Oct 20, 2020
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Allison Lipp

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Activity

JG4 on May 03, 2021
Allow notes to be pinned when creating them
The new UI is generally quite good, unfortunately however, the Pin functionality has gotten worse not better. 3 suggestions to make pins more user friendly and efficient: 1. When writing a new note, give us a check box asking if we would like to read more
Reply Idea Activity Feed
16 upvotes
8 Replies
parsylAL
Participant
May 19, 2021
+1 on idea of pinning a note with fewer clicks! We are using pinned Notes on Deal records to access the "latest action taken" by a team member. I som...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1396 upvotes
448 Replies
parsylAL
Participant
May 10, 2021
Great to hear, @rwong - our team was recently having a discussion about how pipeline-specific customizability would be tremendously helpful, as dif...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1396 upvotes
448 Replies
parsylAL
Participant
May 10, 2021
Great to hear, @rwong - our team was recently having a discussion about how pipeline-specific customizability would be tremendously helpful, as dif...read more
apetrini on March 05, 2019
Add an 'OR' option to Filters in Views Reports
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor read more
Reply Idea Sales Reporting
198 upvotes
41 Replies
parsylAL
Participant
March 04, 2021
Following. +1 on need for "Or" filter in reports. We just upgraded so I'm just now playing with this and might be missing something obvious? Wild tha...read more
Solved
sskurdah on February 16, 2018
Connecting Deals and Google Sheets
Hi there - I have a question about connecting Google Sheets with HubSpot deals. I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data thr read more
Reply Discussion
0 upvote
13 Replies
parsylAL
Participant
January 21, 2021
Just discovering this thread and being a bit lazy about reading through, but wondering whether property info from deals can be exported dynamically t...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1396 upvotes
448 Replies
parsylAL
Participant
May 10, 2021
Great to hear, @rwong - our team was recently having a discussion about how pipeline-specific customizability would be tremendously helpful, as dif...read more
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