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VYoda
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Member since ‎Mar 3, 2022
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Verlin Yoder

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VYoda on December 19, 2022
Need sort order of deal stages available for workflows
If a deal reaches a certain stage OR THEREAFTER, then do something. In the attached image for example, I would like an email notification triggered once a deal is moved to any stage accross the redline. Not all stages are enforced so it can be skip read more
Reply Idea Workflows
0 upvote
2 Replies
VYoda
Member
December 20, 2022
To set up 5 different notifications for 6 pipelines with 10+ stages each it becomes quite tedious, not to mention needing to remember to do maintenan...read more
VYoda on December 19, 2022
Need sort order of deal stages available for workflows
If a deal reaches a certain stage OR THEREAFTER, then do something. In the attached image for example, I would like an email notification triggered once a deal is moved to any stage accross the redline. Not all stages are enforced so it can be skip read more
Reply Idea Workflows
0 upvote
2 Replies
VYoda
Member
December 20, 2022
To set up 5 different notifications for 6 pipelines with 10+ stages each it becomes quite tedious, not to mention needing to remember to do maintenan...read more
jfd118 on March 14, 2021
Sort Pivot Table Deal Stage Report by Deal Stage
I created a customer Pivot Table deal pipeline report to show Columns: Deal Stage Rows: Expected Close Month Value = Sum of Deal Amount The tool allows the user to choose a sort order including "display order" but does not include an optio read more
Reply Idea Dashboards & Reports
7 upvotes
4 Replies
VYoda
Member
December 19, 2022
Stage order for workflows would be awesome
bsmith5791 on March 08, 2019
Print ticket Information directly from the ticket record in HubSpot
Would like to have a printable version of a ticket that includes properties on "About this ticket". Currently the only option is exporting ticket information to a speadsheet to print, but that is not very viewer friendly.
Reply Idea Tickets
62 upvotes
29 Replies
VYoda
Member
March 03, 2022
print/pdf activity would be create for audit.
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