Filter Deals in Company Right Hand Panel

Smart CRM & Sales Hub CRM
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1

Hi HS Community,

I’d like to reduce the number of Deals I see in the right-hand panel of a Company record. At the moment, the Deals section shows ALL Deals but I want to only see Open/Active Deals. Is it possible to filter Deals in this view?

Hubspot Screenshot 2023-11-24 094657.png
Hubspot Screenshot 2023-11-24 094657.png454×956 71.8 KB

2

Hi @Shaun-IGS,

Unfortunately not, no, this is not possible.

A recurring request from users is to be able to sort the deals in the sidebar: https://community.hubspot.com/t5/HubSpot-Ideas/Order-of-associations-within-record/idi-p/448299

If that would solve your query, too, you could upvote and comment. If not, you could submit a new request to the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews these requests based on their popularity.

Best regards!

3

Thanks Karsten.