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DMackay
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Member since ‎Nov 30, 2021
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DMackay on June 01, 2022
Changing the default sort setting for deals in board view
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
Reply Idea Deals
7 upvotes
1 Reply
DMackay
Participant
June 01, 2022
Reply to Changing the sort order in a default/standard view
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
Participant
June 01, 2022
Reply to Changing the sort order in a default/standard view
Hi @JenWeiss Please re-read my OP. The view is read only. I understand views, and how to save them. I am asking a different question.
DMackay on May 31, 2022
Changing the sort order in a default/standard view
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
Reply Discussion FREE
5 upvotes
4 Replies
DMackay
Participant
February 28, 2022
Reply to Visual reminder to update opportunities/check if they have been updated
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
DMackay
Participant
December 02, 2021
Reply to Create and print postal labels in HubSpot
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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