CRM

Shaun-IGS
Membro

Filter Deals in Company Right Hand Panel

resolver

Hi HS Community,

 

I'd like to reduce the number of Deals I see in the right-hand panel of a Company record. At the moment, the Deals section shows ALL Deals but I want to only see Open/Active Deals. Is it possible to filter Deals in this view?

Hubspot Screenshot 2023-11-24 094657.png

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Filter Deals in Company Right Hand Panel

resolver

Hi @Shaun-IGS,

 

Unfortunately not, no, this is not possible.

 

A recurring request from users is to be able to sort the deals in the sidebar: https://community.hubspot.com/t5/HubSpot-Ideas/Order-of-associations-within-record/idi-p/448299

 

If that would solve your query, too, you could upvote and comment. If not, you could submit a new request to the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

The product team reviews these requests based on their popularity.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Filter Deals in Company Right Hand Panel

resolver

Hi @Shaun-IGS,

 

Unfortunately not, no, this is not possible.

 

A recurring request from users is to be able to sort the deals in the sidebar: https://community.hubspot.com/t5/HubSpot-Ideas/Order-of-associations-within-record/idi-p/448299

 

If that would solve your query, too, you could upvote and comment. If not, you could submit a new request to the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

The product team reviews these requests based on their popularity.

 

Best regards!

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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Shaun-IGS
Membro

Filter Deals in Company Right Hand Panel

resolver

Thanks Karsten.

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