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?
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.
|Did you know that the Community is available in other languages?|
Join regional conversations by changing your language settings !