magda_kas

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Magda Kasprzycka

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magda_kas on Março 20, 2024

Filter "Website visits" by domain

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 Leia mais

Responder Idéia Analytics Tools

1 avaliações positivas

1 Respostas

magda_kas on Dezembro 21, 2023

Auto-sort records in a card

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 Leia mais

Responder Idéia Contacts & Companies

2 avaliações positivas

2 Respostas

magda_kas

Participante | Parceiro

Janeiro 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...Leia mais

magda_kas on Dezembro 21, 2023

Auto-sort records in a card

Responder Idéia Contacts & Companies

2 avaliações positivas

2 Respostas

magda_kas

Participante | Parceiro

Janeiro 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...Leia mais

magda_kas on Dezembro 12, 2023

Line item filter defaults

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 Leia mais

Responder Idéia Deals

4 avaliações positivas

0 Respostas

DwiP on Setembro 30, 2019

The Ability to Update Line Items Prices when Products are updated

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 Leia mais

Responder Idéia Products & Quotes

58 avaliações positivas

11 Respostas

magda_kas

Participante | Parceiro

Dezembro 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...Leia mais

NKolev on Agosto 31, 2023

Leads object edit/add properties

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 Leia mais

Responder Idéia Properties

94 avaliações positivas

35 Respostas

magda_kas

Participante | Parceiro

Novembro 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...Leia mais

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