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AndreaMilani
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Member since ‎Mar 2, 2022
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  • Upvotes Given
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  • Upvotes Received
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Andrea Milani

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AndreaMilani on February 01, 2023
Set default Forecast deals columns
When a user goes to their forecast, and clicks on their name, they have the list of their deals. However, the columns displayed are somehow decided by HubSpot. It is possible to change them by clicking on "Edit Columns" but this needs to be done by read more
Reply Idea Account Settings
3 upvotes
0 Reply
AndreaMilani
Contributor
October 31, 2022
Reply to Custom Objects - Declarative tool
Apparently it is now possible, you can do it enrolling in the Beta called: [Public Beta] Manage and Visualize Your Data Model Hope this helps ?...read more
AndreaMilani
Contributor
September 29, 2022
Reply to Log Linkedin Inmail and Connect Requests on Contact record
It is a bit useless having now the possibility to MANUALLY log the LinkedIn Inmails, who is going to do something like that? We need to have the poss...read more
AndreaMilani on September 23, 2022
Avoid Notifications for HubSpot User fields
Hi all, I noticed if you create a custom field, type "HubSpot User" to store lookups to users, this will behave like the contact owner field. The problem comes when you just want to tag a user on a contact, for example to say the record was handled read more
Reply Idea Properties
13 upvotes
0 Reply
AndreaMilani
Contributor
September 15, 2022
Reply to Team goals & sub-goals
Also, it would be great to be able to: - Filter by deal type, we have some deals which have an amount but it is not a recurring one (PoV fees, Servi...read more
AndreaMilani
Contributor
August 10, 2022
Reply to Filter by "Original source drill-down 2" by text rather than internal value property
Really needed, it is an hassle now to filter by the drill downs 1 and 2
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