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Paul_B
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Member since ‎Mar 6, 2024
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Paul_B
Participant
November 20, 2024
Reply to Deal Activity Information in Deal List View
Somehow knew I'd see a response from you with that answer 😉 Appreciate the quick response. For anyone else that stumbles across this, please ...read more
Paul_B on November 20, 2024
Enable Deal Activity Information in Deal List View
In a Deal card, there's a toggle to enable Deal Activity Information. This results in each card showing things like 'Email 2 days ago' and 'Meeting in 2 days'. However, this information is not available in list view, only the date of last and next read more
Reply Idea Deals
3 upvotes
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Paul_B on November 20, 2024
Deal Activity Information in Deal List View
In the Deal Board view, it's possible to toggle on 'Deal activity information' to a deal card. The result is each card will display things like 'Email 2 days ago' and 'Meeting in 2 days' (last activity details and future activity details). read more
Reply Discussion CRM Deals
0 upvote
2 Replies
Paul_B
Participant
July 23, 2024
Reply to Ability to edit playbook question without losing information
I'm pretty shocked that this functionality exists. I initially created a community post with more information that you can view here: HubSpot Comm...read more
Paul_B
Participant
July 23, 2024
Reply to Data deleted from Playbooks after edit
Quick update for this one. I created a ticket and was told that this is expected behavior with no immediate plans to change. I'd caution anyone on ...read more
Paul_B
Participant
July 18, 2024
Reply to Data deleted from Playbooks after edit
Thank you @BérangèreL for your response and I'd love to see anyone you tagged in your post have any ideas. I haven't tried exporting the value, bu...read more
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