I would like a setting within deals where I can only see the manually entered notes/attachments etc.. for that deal only. When we have mutiple deals for one customer its pulling in all this information we dont need for that particular deal and its a lot to look through and slows us down.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Add custom cards to the Deal Records right side bar, for attachments for example | 0 | 410 | February 9, 2022 | |
| Option to hide the total amount of each row in Deals from certain users | 0 | 223 | August 2, 2024 | |
| Latest Deal Notes | 1 | 374 | June 1, 2025 | |
| Ability to control deals showing on a contact/company record by pipeline | 0 | 329 | March 6, 2023 | |
| In deals views, be able to filter depending on "Line items" properties | 3 | 723 | July 3, 2024 |