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Clayton71
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Miembro desde ‎sep 27, 2022
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Clayton71 en Octubre 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 Leer más
Responder Idea Live Chat & Bots Users & Teams & Permissions
2 Me gusta
0 Respuestas
Clayton71 en Octubre 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 Leer más
Responder Idea Dashboards & Reports Sales Reporting
1 Me gusta
0 Respuestas
CGackle en Marzo 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.
Responder Idea Deals Products and Quotes Properties
37 Me gusta
5 Respuestas
Clayton71
Colaborador
Octubre 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...Leer más
Clayton71 en Octubre 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 Leer más
Responder Conversación Dashboards Reports Workaround
1 Me gusta
8 Respuestas
Clayton71
Colaborador
Octubre 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 ...Leer más
Clayton71 en Octubre 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 Leer más
Responder Conversación Dashboards Reports Workaround
1 Me gusta
8 Respuestas
Clayton71
Colaborador
Octubre 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 ...Leer más
Clayton71 en Octubre 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 Leer más
Responder Conversación Dashboards Reports Workaround
1 Me gusta
8 Respuestas
Clayton71
Colaborador
Octubre 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 ...Leer más
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