Hide deals that have been won/lost

SOLVE
MickeyFineGrain
Participant

It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them.  We are a commercial real estate company and one of our pipelines is a leasing pipeline.  The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST".  I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy.  I don't want to delete the deal.

1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

>>"It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST". I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy. I don't want to delete the deal."

 

Deleting data becomes permanent after 90-days and is rarely recommended.
- see Restore deleted contacts, companies, deals, or tickets 


Use view filters instead, then set that to your default view. This way you keep the data without having to see it once deals are closed! 🙂

- see Create and customize saved filters
- see image

 

HubSpot View FiltersHubSpot View Filters

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
2 Replies 2
MFrankJohnson
Solution
Thought Leader

>>"It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST". I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy. I don't want to delete the deal."

 

Deleting data becomes permanent after 90-days and is rarely recommended.
- see Restore deleted contacts, companies, deals, or tickets 


Use view filters instead, then set that to your default view. This way you keep the data without having to see it once deals are closed! 🙂

- see Create and customize saved filters
- see image

 

HubSpot View FiltersHubSpot View Filters

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
RandallF
Participant

Just as a follow-up to this post, it would be helpful to be able to have an or statement for "My Deals". Ideally, I would like the sales team to pull up their deals and see what's open, and what was closed won/lost last month or this month... I think I could build a custom field with formulas, but that seems a little bit extreme for a different view of the deals.

0 Upvotes