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JReis6
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Member since ‎Apr 9, 2024
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JReis6 on February 21, 2025
Please add "last activity date" property to Services
Currently, Services has a default property for "next activity date" but not a default property for "last activity date." Deals and tickets both have this property. It's a great field that can help you gauge the engagement health of an open ser read more
Reply Idea Properties
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JReis6
Member
July 17, 2024
Reply to Allow Deals to be triggered off of the same workflow that created them.
@DTaylor5 You may have totally helped me with this answer!! thank you!!
JReis6 on June 20, 2024
Give me "View Set" options in the Deal View please
Right now, we have various views (stock or customer) that you can display as tabs in your deal view. Having one set of views (as it is now) would be fine if we were only allowed one pipeline. But differentiated about HubSpot is the ability to mult read more
Reply Idea Deals
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JReis6
Member
April 09, 2024
Reply to Displaying Line Items on Company Side Bar
Hi Winnie, I came across this in a search for help. I'm looking for a way to show and manage the line items that are added/associated with a deal....read more
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