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DS2021
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Member since ‎Mar 15, 2021
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Bas Willems

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Activity

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
1385 upvotes
447 Replies
DS2021
Participant
April 02, 2021
Please also include setting for the inactive deal card. If future activities are planned on a deal (like meetings), deal card should not be blue.
DS2021 on April 02, 2021
Inactive deal cards - Take future and scheduled activities into account
Currently, even if future meetings are scheduled on a deal, the deal card remains blue. If activities are scheduled on a deal, the deal card should not be blue, but we would like to see it white. HubSpot could include a similar day counter for read more
Reply Idea Deals Sales Reporting
5 upvotes
1 Reply
EProwse on February 04, 2021
Inactive Deals/Cards - Consider change in deal stage, scheduled meetings etc.
Currently the inactive deals/cards feature only takes into consideration calls, emails, notes etc. when highlighting a card as inactive. Deals should also consider scheduled meetings and changes to deal stages within the set time frame as in su read more
Reply Idea Deals
110 upvotes
9 Replies
DS2021
Participant
April 02, 2021
If we scheduled future activities on a deal, the deal card should be white. Not blue. Please add a 'into future timeframe day counter' as well....read more
CVerbost on February 03, 2021
Inactive (Deal) cards - take into consideration scheduled meetings
Right now the Deal cards Records will appear inactive after a set amount of time has passed without a logged note, call, email, chat or task . But if a meeting is scheduled with the potential client that card should not be inactive. Is there a read more
Reply Discussion Starter
11 upvotes
8 Replies
DS2021
Participant
April 02, 2021
@TiphaineCuisset We badly need this! Please take future activities into account.
CVerbost on February 03, 2021
Inactive (Deal) cards - take into consideration scheduled meetings
Right now the Deal cards Records will appear inactive after a set amount of time has passed without a logged note, call, email, chat or task . But if a meeting is scheduled with the potential client that card should not be inactive. Is there a read more
Reply Discussion Starter
11 upvotes
8 Replies
DS2021
Participant
April 02, 2021
@TiphaineCuisset We badly need this! Please take future activities into account.
lujemo on June 02, 2020
Show child companies in Target Account overview of parent company
We need the functionality to display child companies and associated info in the target account overview of a Parent company account. Currently, if we have the parent company as a target account, we can't see any child company information. We read more
Reply Idea Contacts & Companies
79 upvotes
31 Replies
DS2021
Participant
March 15, 2021
We need this too. And for me, having not this feature is more like a bug, so please fix. 🙂
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