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Clayton71
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コミュニティー参加日： ‎9 27, 2022
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Clayton71 10月 18日, 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 続きを読む
返信 アイデア Live Chat & Bots Users & Teams & Permissions
2 いいね！
0 コメント
Clayton71 10月 18日, 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 続きを読む
返信 アイデア Dashboards & Reports Sales Reporting
1 いいね！
0 コメント
CGackle 3月 16日, 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.
返信 アイデア Deals Products and Quotes Properties
37 いいね！
5 コメント
Clayton71
投稿者
10月 18日, 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...続きを読む
Clayton71 10月 05日, 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 続きを読む
返信 ディスカッション Dashboards Reports Workaround
1 いいね！
8 コメント
Clayton71
投稿者
10月 10日, 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 ...続きを読む
Clayton71 10月 05日, 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 続きを読む
返信 ディスカッション Dashboards Reports Workaround
1 いいね！
8 コメント
Clayton71
投稿者
10月 10日, 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 ...続きを読む
Clayton71 10月 05日, 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 続きを読む
返信 ディスカッション Dashboards Reports Workaround
1 いいね！
8 コメント
Clayton71
投稿者
10月 10日, 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 ...続きを読む
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