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KPHub

‎Aug 6, 2020 8:28 AM

Member

Deal Type generates different set of Deal Properties

Firstly I want to use Deal Type as a drop down to include different types of deals to suit 2 different areas of our business.

 

The properties that we display in a deal need to be different for each Deal Type

 

So - when loading a deal is it possible to display a different set of properties for each 'Deal Type' ?

1 Reply 1
PamCotton
Community Manager

‎Aug 7, 2020 10:55 AM

Community Manager

Deal Type generates different set of Deal Properties

Hello @KPHub,

 

At the moment you are able to create personalized team views for different objects.

So my recommendation would be separating users by teams and creating this personalized view for them to see the proper deal properties.

 

More information here.

 

Please note:

  • CMS Hub, Starter, and CRM Free subscriptions will only have access to the default About section in the record sidebar.
  • Marketing Hub, Sales Hub, and Service Hub Professional and Enterprise subscriptions can add, remove, and rearrange new sections to the record sidebar.
  • Marketing Hub, Sales Hub, and Service Hub Enterprise subscriptions can personalize record sidebars for specific teams.

Kindly,

Pam

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Deal Type generates different set of Deal Properties
Sales
Aug 7, 2020