I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Two suggestions:
- Include a Button "Add new field filter" and let us choose the filter
- Like in a BI (Power BI etc), the first section is this ...read more
Hi everyone,
Today, in the window: "Create Deal" there is only a possibility to associate the deal to one company, or one contact, and there isn't the possibility to assignee the "Association Deal" directly in the Window "Create Deal".
M read more
Hi everyone,
I need the possibility to show or hide fields when my team, in the "Create Company" functionality, select "insured" or "broker".
For example, when they select "insured" needs to show the field: "Clients Category" and hide "T read more
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time.
The separate functionality -- required deal C read more
Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
An important integration to Hubspot is connect the Zoho Calendar with Hubspot. With this integration we were allowed to use the Meeting Schedulling into Hubspot, and, this would be amazing.
Hi everyone,
Today, in the window: "Create Deal" there is only a possibility to associate the deal to one company, or one contact, and there isn't the possibility to assignee the "Association Deal" directly in the Window "Create Deal".
M read more
Hi everyone,
I need the possibility to show or hide fields when my team, in the "Create Company" functionality, select "insured" or "broker".
For example, when they select "insured" needs to show the field: "Clients Category" and hide "T read more
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