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Clayton71
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Membro desde ‎set 27, 2022
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Clayton Sardella

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Clayton71 on Outubro 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 Leia mais
Responder Idéia Live Chat & Bots Users & Teams & Permissions
2 avaliações positivas
0 Respostas
Clayton71 on Outubro 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 Leia mais
Responder Idéia Dashboards & Reports Sales Reporting
1 avaliações positivas
0 Respostas
CGackle on Março 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 Idéia Deals Products and Quotes Properties
37 avaliações positivas
5 Respostas
Clayton71
Colaborador(a)
Outubro 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...Leia mais
Clayton71 on Outubro 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 Leia mais
Responder Discussão Dashboards Reports Workaround
1 avaliações positivas
8 Respostas
Clayton71
Colaborador(a)
Outubro 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 ...Leia mais
Clayton71 on Outubro 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 Leia mais
Responder Discussão Dashboards Reports Workaround
1 avaliações positivas
8 Respostas
Clayton71
Colaborador(a)
Outubro 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 ...Leia mais
Clayton71 on Outubro 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 Leia mais
Responder Discussão Dashboards Reports Workaround
1 avaliações positivas
8 Respostas
Clayton71
Colaborador(a)
Outubro 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 ...Leia mais
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