DMackay

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David Mackay

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DMackay on Junho 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 Leia mais

Responder Idéia Deals

4 avaliações positivas

1 Respostas

DMackay on Maio 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 Leia mais

Responder Discussão Free

4 avaliações positivas

4 Respostas

DMackay

Participante

Junho 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...Leia mais

DMackay on Maio 31, 2022

Changing the sort order in a default/standard view

Responder Discussão Free

4 avaliações positivas

4 Respostas

DMackay

Participante

Junho 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...Leia mais

DMackay on Maio 31, 2022

Changing the sort order in a default/standard view

Responder Discussão Free

4 avaliações positivas

4 Respostas

DMackay

Participante

Junho 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...Leia mais

Solucionado

DMackay on Novembro 30, 2021

Visual reminder to update opportunities/check if they have been updated

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 Leia mais

Responder Discussão Free

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6 Respostas

DMackay

Participante

Fevereiro 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...Leia mais

r3consulting on Dezembro 21, 2016

Create and print postal labels in HubSpot

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 Leia mais

Responder Idéia Contacts & Companies

61 avaliações positivas

29 Respostas

DMackay

Participante

Dezembro 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...Leia mais

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