Understanding the Basics of CRM Sub Grids What is a Sub Grid? Hey there! Let’s talk about sub grids in CRM. A sub grid is a handy little feature found in CRM systems, like Microsoft Dynamics, that allows you to show related records within a form. Imagine trying to manage operations without a clear view […]
Understanding the Requirement Identifying Your Objectives When diving into how to filter and update subgrids in your CRM, it’s crucial to start with a clear understanding of what you want to achieve. For instance, if you’re looking to filter records based on certain field values, you need to know which fields are relevant. This helps
Understanding the Basics of CRM Subgrids What Is a CRM Subgrid? So, let’s start with the very basics. A CRM subgrid is basically a grid or table that displays related records within your main record. They’re super handy for organizing info—think of them as mini-tables that show you all the juicy details related to a
Understanding Your Filtering Needs Identifying What to Filter When I first dove into Hubspot CRM, I realized pretty quickly that filtering records was like finding a needle in a haystack without some proper guidance. The key here is to figure out exactly what kind of information you need. Are you looking for leads? Contacts from