Hi,
Please can someone help me with the below:
the screen is found when I click into a deal that I created.
Thanks in advance!
Hi @SophiaKazmi ,
I did a bit of testing to confirm, but these defaults can’t be customized. They are the same for all portals.
The only difference is if you have multiple pipelines, then you will also see the Pipeline dropdown.
I think the logic here is to make it easy to change the deal stage (or pipeline) from the deal record (vs board view with drag & drop, or list view with edit multiple, or automation via workflow).
The entire section below can be customized, so you can still create a hierarchy for what properties are most important to you.
You can also set up defaults at the account level (and different defaults for teams) so each user doesn’t have to edit. This knowledge base article can help with that: Customize records.
Hope this helps!