Josh_Berman_8

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Josh Berman

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Josh_Berman_8 on November 07, 2024

Object(s) Views

Currently you can create views at a specific objects that have a pre-determined filter or group of fitlers. This tool allows specific users to only look at specific metrics specific to their roles in their portal. When creating a view, you have read more

Reply Idea Properties

0 upvote

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Josh_Berman_8 on October 23, 2024

Deal Tags on Right Sidebar Deal(s) Card

When you are in the contact and/or company objects...it will be awesome if you can visually see the colored deal tag (if applicable) on the deal card on the right sidebar. Deal tags are extremely helpful when trying to visually identify a deal.. read more

Reply Idea Deals

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Josh_Berman_8 on October 23, 2024

Rotating Task(s) Assignee

In most of our organization's use cases, task(s) are autoamtically created to a specific user in a specific queue via automation when a specific trigger creiteria is met. Similar to having the ability to rotate the assigning of contact(s), compa read more

Reply Idea Tasks

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MThompson97 on September 18, 2024

Welcome to Community's Breeze AI Library!

Hi & welcome to HubSpot’s Breeze, HubSpot’s collection of AI tools, your ultimate resource for tips and tricks to help you get started effortlessly and unlock value quickly - all seamlessly integrated on our platform. Discover examples, read more

Reply Blog Product Update

7 upvotes

11 Replies

Josh_Berman_8

Participant

October 16, 2024

So excited about Breeze AI. The prosepcting agent is a msut and the ability to enrich data in the Sales CRM is quite powerful:)

kvlschaefer on September 18, 2024

Fall Spotlight: Reinvention Starts Here

Let’s face it, we know you're facing an uphill battle with the ever-changing customer journey, tight budgets, and tangled systems. But fear not, because there's a beacon of hope in the form of HubSpot. Imagine a world where your business is read more

Reply Blog Announcement

7 upvotes

10 Replies

Josh_Berman_8

Participant

October 16, 2024

super excited about this Breeze initiative. The Prospecting agent is so cool and the ability to enrich old data in the CRM is super powerful. Loo...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

1399 upvotes

452 Replies

Josh_Berman_8

Participant

October 15, 2024

@JeannieN My question was more in regards to the properties that appear in the Deal Object...not being customizeable. For example, when you are...read more

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