Aug 3, 2022 10:59 AM
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.
Aug 3, 2022 2:25 PM
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?
3 weeks ago - last edited 3 weeks ago
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
Aug 4, 2022 1:02 PM
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.
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