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paddington
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Member since ‎Mar 27, 2019
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Allan Alomes

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Activity

AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
paddington
Participant
April 29, 2019
we would love this to. Seems to be a basic function that would make the view much more useable. Our priority is on ship date and this would be usef...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
paddington
Participant
April 10, 2019
please. This would be very useful.
Solved
uxlauren on June 09, 2017
Deal checklist
Is there functionality to have a checklist for each deal? E.g. SOW proofread, SOW approved by CFO, SOW sent? A checklist that can live within each deal?
Reply Discussion
9 upvotes
13 Replies
paddington
Participant
April 08, 2019
Hi we are currently migrating to hubspot and this is functionality i am trying to implement. I would be interested in how you made the workaround. ...read more
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