CRM

EPitzaferro
参加者

Company Properties Question.

解決

Hi,

 

I am trying to remove the 'Sales Rep' from the Company object. It is shown in the screenshot below. When I went to the Properties Settings and searched it, I couldn't find it. I'm probably looking in the wrong place or something. 

 

sales_rep_screenshot.png

 

Any tips or help is greatly appreciated. Thanks!

 

- Ethan

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Company Properties Question.

解決

Hi @EPitzaferro,

 

This sidebar on the right is a preview of the company record left sidebar which can be customized under Settings > Properties > select tab Record customization > Company record left sidebar.

 

https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Company Properties Question.

解決

Hi @EPitzaferro,

 

This sidebar on the right is a preview of the company record left sidebar which can be customized under Settings > Properties > select tab Record customization > Company record left sidebar.

 

https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.