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DS2021
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AndyPitre en Abril 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 Leer más
Responder Idea Deals
1385 Me gusta
447 Respuestas
DS2021
Participante
Abril 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 en Abril 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 Leer más
Responder Idea Deals Sales Reporting
5 Me gusta
1 Respuestas
EProwse en Febrero 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 Leer más
Responder Idea Deals
110 Me gusta
9 Respuestas
DS2021
Participante
Abril 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....Leer más
CVerbost en Febrero 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 Leer más
Responder Conversación Starter
11 Me gusta
8 Respuestas
DS2021
Participante
Abril 02, 2021
@TiphaineCuisset We badly need this! Please take future activities into account.
CVerbost en Febrero 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 Leer más
Responder Conversación Starter
11 Me gusta
8 Respuestas
DS2021
Participante
Abril 02, 2021
@TiphaineCuisset We badly need this! Please take future activities into account.
lujemo en Junio 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 Leer más
Responder Idea Contacts & Companies
79 Me gusta
31 Respuestas
DS2021
Participante
Marzo 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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