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KLio
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Member since ‎May 24, 2019
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Katie Lio

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Activity

KLio
Participant
November 30, 2021
Reply to More control over product lists like filtering or advanced search
Can I add to this - I would like to be able to sort manually by our package type and sizes. Alphabetical would be great at worst case scenario, but b...read more
KLio
Participant
November 09, 2021
Reply to Restrict moving deals between stages
Yes please! The funnel reporting is next to useless without being able to restrict movement in stages.
KLio
Participant
September 22, 2021
Reply to Better reporting for Playbooks
Have just implemented playbooks and found this thread when trying to find out how to setup reporting on activity with playbooks and how to consolidat...read more
KLio
Participant
September 09, 2021
Reply to Cloning a Deal
Very excited @Daxchemist if that is a clone attack feature coming - will save me a lot of manual pain.
KLio
Participant
September 08, 2021
Reply to Cloning a Deal
The issue with clone attack is you can't automate the card clone. I want to be able to place a deal in a stage and have a workflow clone the whole c...read more
KLio
Participant
September 06, 2021
Reply to Cloning a Deal
After moving towards using products in our hubspot account - a great feature - not having the ability to clone a deal card is becoming more and more ...read more
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