How do I change the 'Create Deal' page?

[EPitzaferro]

Hi, I am trying to remove the ‘Close Date’ and ‘Sales Rep’ Properties from the ‘Create Deal’ page. I tried to remove it from the ‘Deal record left sidebar’, but that did not remove it from the ‘Create Deal’ page.

Any tips or help is greatly appreciated.

Thanks!

-Ethan

[karstenkoehler]

Hi @EPitzaferro,

Changes to the deal record sidebar don’t effect the deal creation options. You can remove the fields by navigating to Settings > Deals > Set the properties your team sees when creating deals:

Hope this helps!