Create a deal dialog box

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cliff
Member

How can I eliminate fields in this form that show up automatically -- specifically company and contact?

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1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @cliff

 

Head over to Settings > Deals and click Manage next to 'Set the properties your team sees when creating deals.'

 

Hope that helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @cliff

 

Head over to Settings > Deals and click Manage next to 'Set the properties your team sees when creating deals.'

 

Hope that helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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cliff
Member

Thanks Phil.  But I don't see "Set the properties your team sees when creating deals" anywhere on the settings>deal page.  I am using the free version right now.  Is that the reason?

 

Cliff

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Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @cliff

 

I have the setting in my free test portal - can you send a screenshot of your deal settings page?

 

Thanks, Phil.

Phil Vallender | Inbound marketing for B2B technology companies
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cliff
Member

Hi Phil,

 

Here is the screenshot.settins_deal page.jpg

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Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @cliff

 

The option appears to be called 'Set the default deal properties displayed in your portal' in free portals. 

 

You should be able to do what you need in there. 

 

Hope that helps.

Phil Vallender | Inbound marketing for B2B technology companies
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cliff
Member

Nope.  Can add additional properties, but cannot delete the ones they insert automatically.

 

Thanks anyway.

 

Cliff

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Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @cliff

 

You're right, I got my wires crossed somewhere between all the portals I have open. 

 

Seems this feature becomes available when having a paid marketing subscription. 

 

Sorry I couldn't help you in the end.

 

Thanks, Phil.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes