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trcxy
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Member since ‎Dec 15, 2022
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Solved
CPlikat on April 12, 2023
Product library & Line Items - Arrangement
If I add new products into the library - Why are they listed according to create date? As a result: when creating a deal the line items pop-up window shows the products arranged according to create date, too! Why not alphabetically? Why breaking wit read more
Reply Discussion Professional
3 upvotes
4 Replies
trcxy
Participant
April 13, 2023
Hi @CPlikat , If you consider a third party tool, might want to check liyfe.io spreadsheet in marketplace . They are spreadsheet builder on to...read more
Thomas_Vanguard on August 17, 2021
Customise Line Item/Product card in Deals
Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be read more
Reply Idea Products and Quotes
30 upvotes
7 Replies
trcxy
Participant
March 24, 2023
Yes, deal line-items reporting function is lacking. We recently adopted a hubspot spreadsheet tool ( https://ecosystem.hubspot.com/marketplace/apps/...read more
Solved
BespokeSS on January 31, 2023
Search Bar Options
Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? read more
Reply Discussion Companies
1 upvote
4 Replies
trcxy
Participant
February 06, 2023
Hi @BespokeSS , An altertative solution might work for you, this tool has search bar that can search any properties under an object, such as ...read more
Solved
Sam62 on November 10, 2022
Any thoughts on HubSpot CRM data clean up?
Hi there, I'm writing a blog post for my domain on HubSpot CRM data clean up. And want to know about the challenges, tips, or something anyone has regarding "HubSpot CRM data clean up". Can anyone help me with it?
Reply Discussion
0 upvote
3 Replies
trcxy
Participant
December 27, 2022
Hi @Sam62 , If you like to work with spreadsheet, you may check out HubSpot Sheet Editor for your data management goal. It makes data entry l...read more
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