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DMackay
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Member since ‎Nov 30, 2021
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David Mackay

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DMackay on June 01, 2022
The default sort setting for deals in board view seeems to be by create date. Many companies expect the default sort order to be by close date - but may have other preferred sort orders, such as by deal owner. While a user can change this tempor read more
3 upvotes
1 Reply
DMackay on May 31, 2022
In the Sales>Deals board view, clicking on "Board Actions" > "Sort" shows that deals are sorted by "Create Date" and "Most Recent". This appears to be a default setting. But usually we want to sort by Close Date. Is there a way for an admi read more
4 upvotes
4 Replies
Participant
June 01, 2022
I will do so. Currently all of Deals (in the board view) have a default sort order of Create Date rather than Close Date. That seems very strange - i...read more
DMackay on May 31, 2022
In the Sales>Deals board view, clicking on "Board Actions" > "Sort" shows that deals are sorted by "Create Date" and "Most Recent". This appears to be a default setting. But usually we want to sort by Close Date. Is there a way for an admi read more
4 upvotes
4 Replies
Participant
June 01, 2022
I will do so. Currently all of Deals (in the board view) have a default sort order of Create Date rather than Close Date. That seems very strange - i...read more
DMackay on May 31, 2022
In the Sales>Deals board view, clicking on "Board Actions" > "Sort" shows that deals are sorted by "Create Date" and "Most Recent". This appears to be a default setting. But usually we want to sort by Close Date. Is there a way for an admi read more
4 upvotes
4 Replies
Participant
June 01, 2022
I will do so. Currently all of Deals (in the board view) have a default sort order of Create Date rather than Close Date. That seems very strange - i...read more
Solved
DMackay on November 30, 2021
Is there an easy way to mark all deals/opportunities that appear in a sales pipeline dashboard as needing an update, preferably just once at a high level rather than having to go into each opportunity? Visually this might be to add a Red flag to eac read more
0 upvote
6 Replies
Participant
February 28, 2022
Hi Karsten, I can see that this was accepted as a solution. However, it is not a solution to the problem I highlighted. Especially when viewing d...read more
r3consulting on December 21, 2016
Not sure if htere is a way or not, i couldn't figure it out, so if not, i am hoping that there is a way to create mailing labels easily from hubspot. i don't want to have to export to word, then use word mailing labels, i wish there was a way to jus read more
57 upvotes
29 Replies
Participant
December 02, 2021
Even if this has to be done via an export to Word or another tool, can HubSpot provide some guidance/best practice approaches on how to do this pleas...read more
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