KHardisty

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Keith Hardisty

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KHardisty on June 30, 2022

Save/Set a default Deals Cards View

You can Pin views in the list view of deals, and there are views you can save in the cards view of deals, but thre is no way to choose a default. I have reps who would like to default to only seeing their own deals. There are views for this, bu read more

Reply Idea Deals

2 upvotes

2 Replies

KHardisty

Participant

May 13, 2022

Reply to Image Rounded Corners

Yes please! My understanding is that this can not be done using CSS in the Drag & Drop Email Builder, so it would need to be developed in. Much l...read more

KHardisty

Participant

May 12, 2022

Reply to UTM Tags: Find email by Internal Hubspot ID

A bit older of a psot but I ran into the same issue. I plan to just copy the internal email id into the name so its easily searchable within HubS...read more

KHardisty

Participant

April 07, 2022

Reply to Tasks lists - Ability to save default views

Would love to see a way to create saved filters for tasks , similar to how they work for contacts. For instance, Task Queues default to filter...read more

Solved

KHardisty on April 06, 2022

Saved Task Filters

Would love to see a way to create saved filters for tasks , similar to how they work currently for contacts. For instance, Task Queues default to filtering all tasks assigned to the current user. I would like to save a view where the Task Queue read more

Reply Discussion Tasks

3 upvotes

3 Replies

KHardisty

Participant

March 23, 2022

Reply to New to the HubSpot Marketing Study Group? Introduce yourself here ‌⬇️‌

Hello, I'm Keith from Rubio Monocoat USA. I manage all things marketing and we are currently migrating to HubSpot. Looking forward to a single-course...read more

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