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TSoule
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Member since ‎Aug 1, 2024
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Thomas Soule

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TSoule
Participant
April 28, 2025
Reply to Sort Task List by COMPANY or DEAL
The product update is a start but it still can't sort by deal, just by company. I wonder why they decided to only add this ability to sort in such a...read more
TSoule
Participant
January 21, 2025
Reply to Sort Task List by COMPANY or DEAL
This one seems like such and obvious one and easy to implement. We should be able to sort by any column without much effort no?
TSoule
Participant
January 11, 2025
Reply to Manually edit deal pipeline history
Thanks, it's really the date and time spent in each stage which I would my executive team wants me to analyze. I'll have to think if adding the deal ...read more
TSoule
Participant
January 10, 2025
Reply to Manually edit deal pipeline history
I think you do understand my intent. It is to enter deals that have some, or all, of the stages already happened. For example Company A with Deal 1 s...read more
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TSoule on January 10, 2025
Manually edit deal pipeline history
We are trying out HubSpot pro for sales. One thing I'd need to do is to migrate some of our history (manually since no CRM previously) for our current customers and engagements. How can I enter these deals and manually set their stages? I've fou read more
Reply Discussion Professional
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TSoule
Participant
January 07, 2025
Reply to Further functions / filters of Kanban View in Tasks
Ugh, I can't believe I'm the only upvote on this. I've got this big list of tasks and need to group by priority or by company or by deal in order to ...read more
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