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Clayton71
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Member since ‎Sep 27, 2022
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Clayton Sardella

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Clayton71 on October 18, 2023
Hello everyone in the community! Our team utilizes Live Chat for engaging with customers, and we're facing a situation where we need to provide our Sales team with access to view Live Chat conversations without granting them access to the inbox ma read more
Clayton71 on October 18, 2023
I've been working with the record ID sorting in HubSpot, and I'm finding it a bit confusing and not working as intended. When I sort based on the Record ID with the 'Value Ascending' option, it sorts numerically based on the internal value, which ma read more
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October 18, 2023
Absolutely, having a detailed property history for line items on deals is a fantastic idea and can provide valuable insights to your sales team. Bein...read more
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October 10, 2023
I appreciate your perspective. It seems that sorting by name and having the record ID in another column is the closest solution for now, especially ...read more
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October 10, 2023
@TomM2 I would agree if we could get the functionality to set default list columns at a global level so that we don't have to help the team ...read more
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October 09, 2023
That workaround does work, however, the end users won't be able to click on the first name and go to the contact which then requires us to add the Re...read more
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