This is a YouTube video titled "CRM Deal Board [HubSpot Update]" containing a conversation recorded on February 18, 2023. The dialogue features George B. Thomas and another speaker discussing new multi-select and bulk edit features on the deal board within a CRM platform, highlighting usability improvements and user feedback.
Hey friends.
Another small but mighty change and this one is on the deal board.
So check it out.
Here I am on the deal board.
And you can do a lot of.
Things on the deal board. It's really great drag and drop and we've had a lot of ways for you to customize the way it looks. But for multi select, if you ever wanted to bulk edit deals, I always told people, well, you got to go over to this page, right? And then you have the checkboxes and you can then assign or edit or delete or create tasks or whatever it is you want to do.
Well, people got tired of changing back.
And forth and you all told us that.
And so look, checkboxes on the board.
View or if we want to select.
All of them in this pipeline, yeah, you can do that and then you.
Can assign, edit, delete, create tasks, whatever it is you need to do to get done. It's now live.
Check it out, let me know what you think.
