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DPG
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Member since ‎May 14, 2019
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David Green

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DPG on October 28, 2022
"Line items" not showing in Deal Records
Reading Edit price and term details in the line items editor, which states, "Applies to all prducts and plans" "After you create products in the product library, you can associate instances of the products as line items with your deal records. read more
Reply Discussion Deals
0 upvote
1 Reply
DPG
Participant
July 23, 2020
Reply to OR Filters for Reports
Thanks for sharing TheCopilot ! 1) Can you share what HS plan you are on? (We are on the most basic, & reports are not an option.) 2...read more
DPG
Participant
July 18, 2020
Reply to OR Filters for Reports
This is definately a must have feature for filtering contacts/accounts and reporting.
Solved
DPG on July 06, 2019
How to arrange order of properties in "about this company" tool bar for other users
Hello, I've arragned the order of properties in "about this company" tool bar (vertical, left side: view all properties > click & drag to arrange) and want to make the order created the default for all other users in our organization ( read more
Reply Discussion Companies
0 upvote
4 Replies
DPG
Participant
June 26, 2019
Reply to How to associate an email with a Company that was not sent to any Company Contact/domain??
Hi Mike, Reflecting back on "We've coded some custom solutions for our clients including:" Do you provide that sort of a la carte service to ...read more
DPG
Participant
June 20, 2019
Reply to How to associate an email with a Company that was not sent to any Company Contact/domain??
Great tips, thanks Mike! Certainly agree w/ " Smart Lists using Contacts (because Lists are much more powerful than Filters"! Will pass alo...read more
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