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JKibler
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Membro desde ‎fev 22, 2021
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John Kibler

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JKibler on Abril 12, 2022
Allow users to change the default associations for tasks
I would like my deal tasks to be associated ONLY with the deal name, not with the company name that has been associated with the deal. That way, when I look at my list of tasks, I know which deal the task is associated with rather than just seeing Leia mais
Responder Idéia Deals Tasks
1 avaliações positivas
0 Respostas
Solucionado
JKibler on Julho 01, 2021
Task click through linking to deal not company
I was pleased to see that HubSpot enabled deals, contacts, and companies to be associated with tasks on the task viewing page (a great add) but would like to know if users can change the click-through location for the task. Said another way, if bot Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
JKibler
Participante
Setembro 20, 2021
Thanks Karsten - I'll give it a try!
Solucionado
JKibler on Julho 01, 2021
Task click through linking to deal not company
I was pleased to see that HubSpot enabled deals, contacts, and companies to be associated with tasks on the task viewing page (a great add) but would like to know if users can change the click-through location for the task. Said another way, if bot Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
JKibler
Participante
Setembro 20, 2021
Thanks Karsten - I'll give it a try!
JKibler on Junho 25, 2021
"Associated With" Flexibility on the Deal List
HubSpot recently greatly improved its functionality by allowing me to select whether I wanted to see "associated contact" or "associated company" or "associated deal" for each task in my task list. I would like to see the same functionality in my d Leia mais
Responder Idéia Deals
0 avaliações positivas
0 Respostas
RyanBarbour on Abril 27, 2017
Add ability to sort summary view in reports
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Responder Idéia Marketing Reporting Sales Reporting
38 avaliações positivas
17 Respostas
JKibler
Participante
Junho 18, 2021
My reports are now much worse than they were pre- new report function because the default column sorting is the small to large on the "Amount in Comp...Leia mais
tscott on Novembro 14, 2017
Customize the Tasks Columns
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show Leia mais
Responder Idéia Tasks
196 avaliações positivas
89 Respostas
JKibler
Participante
Junho 10, 2021
I would like the "association" column to allow me to have the association for a task to be a deal name, not the default company name or contact name....Leia mais
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