Hi, I am trying to remove the 'Close Date' and 'Sales Rep' Properties from the 'Create Deal' page. I tried to remove it from the 'Deal record left sidebar', but that did not remove it from the 'Create Deal' page.
Changes to the deal record sidebar don't effect the deal creation options. You can remove the fields by navigating to Settings > Deals > Set the properties your team sees when creating deals:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Changes to the deal record sidebar don't effect the deal creation options. You can remove the fields by navigating to Settings > Deals > Set the properties your team sees when creating deals:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer