CRM

TNadolski
Member

Remove Closed Won/Lost Deals from card/sidebar view & add Deal Stage filter in Views

When viewing records in Hubspot, either in a Contact or Company record, it would be great to hide the deals associated with those records that are closed won & closed lost.  Ideally, we would only be able to see open deals since that's what they are managing day in and day out. 

If there were a way to set this as a default in the Deal-- record customization page that would be fantastic. 

 

Similarly, in Deal Views, it would be great if there could be a high level filter (similar to "create date", "last activity date", "close date") that would allow you to only show open deals. I understand we can save filters to remove these deal stages, but the lack of this high level filter (for all deal stages) seems like a missed opportunity. 

 

 

3 Replies 3
Shane_Sparks
Participant

Remove Closed Won/Lost Deals from card/sidebar view & add Deal Stage filter in Views

I'm finding this same thing frustrating. I don't need to see every deal we ever won or lost in my funnel. How do we strip this out?

AlexClarify
Participant

Remove Closed Won/Lost Deals from card/sidebar view & add Deal Stage filter in Views

Shane, upvote the original post (oops, after I posted this I saw you did!) I don't think HS actually implements any of these, they should post examples of where they used EU feedback and actually implemented a change based on feedback. I've upvoted things from 2019 with a plethora of other upvotes and we're still waiting

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Remove Closed Won/Lost Deals from card/sidebar view & add Deal Stage filter in Views

Hi @TNadolski and @Shane_Sparks,

 

Thank you for your feedback.

 

Currently, our product team reviews all feature requests submitted via the ideas forum. I highly encourage you to submit these product suggestions!

 

Our product team can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. 

 

Thank you,

Kristen


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