Profil

Clayton71
Mitwirkender/Mitwirkende
Mitglied seit ‎Sep 27, 2022
Nachricht senden
  • Lösungen
    0
  • Antworten
    6
  • Likes vergeben
    19
  • Likes erhalten
    14
  • Ideenforum
    4

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

Clayton Sardella

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

Clayton71 on Oktober 18, 2023
Enhancing Access Control for Live Chat
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 Beitrag ansehen
Antworten Idee Live Chat & Bots Users & Teams & Permissions
2 Likes
0 Antwort
Clayton71 on Oktober 18, 2023
Record ID Sorting for Reports
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 Beitrag ansehen
Antworten Idee Dashboards & Reports Sales Reporting
1 Likes
0 Antwort
CGackle on März 16, 2022
Track Changes Made to Line Items on Deals
I would like to be able to see property history for line items on deals. Deletions, additions, changes in pricing, terms, etc.. Being able to view this information and see how a deal evolves would be very beneficial to our sales team.
Antworten Idee Deals Products and Quotes Properties
37 Likes
5 Antworten
Clayton71
Mitwirkender/Mitwirkende
Oktober 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...Beitrag ansehen
Clayton71 on Oktober 05, 2023
Record Id Sorting
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 Beitrag ansehen
Antworten Diskussion Dashboards Reports Workaround
1 Likes
8 Antworten
Clayton71
Mitwirkender/Mitwirkende
Oktober 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 ...Beitrag ansehen
Clayton71 on Oktober 05, 2023
Record Id Sorting
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 Beitrag ansehen
Antworten Diskussion Dashboards Reports Workaround
1 Likes
8 Antworten
Clayton71
Mitwirkender/Mitwirkende
Oktober 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 ...Beitrag ansehen
Clayton71 on Oktober 05, 2023
Record Id Sorting
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 Beitrag ansehen
Antworten Diskussion Dashboards Reports Workaround
1 Likes
8 Antworten
Clayton71
Mitwirkender/Mitwirkende
Oktober 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 ...Beitrag ansehen
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Alle anzeigen
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.