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magda_kas
Participant | Partner
Member since ‎Jun 21, 2019
  • solutions
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  • Replies
    1
  • Upvotes Given
    129
  • Upvotes Received
    39
  • Ideas
    9

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Magda Kasprzycka

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magda_kas on March 20, 2024
My client has multiple websites tracked using the HubSpot tracking code Currently there is no way to filter the "Website visits" to see which companies are visiting which tracked domain - please add in a filter option so we can see the list of c read more
1 upvote
1 Reply
magda_kas on December 21, 2023
I want to by default sort deals that appear on a card I have in the overview tab on the Company record layout. I am wondering whether there is a way to set default sorting (e.g. so that they appear sorted by close date by default). I know us read more
2 upvotes
2 Replies
Participant | Partner
January 17, 2024
@kman This allows me to filter the deals (e.g. only display open deals) but not to sort I want to display deals sorted by closed date - I canno...read more
magda_kas on December 21, 2023
I want to by default sort deals that appear on a card I have in the overview tab on the Company record layout. I am wondering whether there is a way to set default sorting (e.g. so that they appear sorted by close date by default). I know us read more
2 upvotes
2 Replies
Participant | Partner
January 17, 2024
@kman This allows me to filter the deals (e.g. only display open deals) but not to sort I want to display deals sorted by closed date - I canno...read more
magda_kas on December 12, 2023
When I click to "Add line items" i can see that I can select "Advanced filters" to filter the list. However I would like to pre-set this so that for all users they only by default see products with "Is Active" field set to yes and they don't read more
4 upvotes
0 Reply
DwiP on September 30, 2019
Currently, any updates on the Product Library such a Product Prices, the changes will not be reflected on existing deal's Line Items. Only new deals moving forward are updated with the new price. For existing deals, there are only two options for cu read more
58 upvotes
11 Replies
Participant | Partner
December 06, 2023
Absolutely key for reporting for us For our use case prices should not be overwritten on line items based on product changes BUT a lot of other f...read more
NKolev on August 31, 2023
With the freshly released new feature of the Lead Object which I know is still in Beta, it would be great if we could add/edit properties similar to the other objects like contacts, companies, deals, etc. For example, I need to create a Lead sou read more
94 upvotes
35 Replies
Participant | Partner
November 17, 2023
Very important to be able to add in a field to track type of lead (e.g. I work with a lot of event compnaies and the same contact could be a lead for...read more
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