Removing Property Fields

[CCrawshaw]

I'm trying to accomplish something that I'm hoping someone can provide some insight on. I've been tasked with cleaning up our CRM and I'm trying to achieve the following:

These are 2 options for one of our Deal Properties, "Deal Type". I want to remove or hide these two property fields and create a new one called "Direct" without the Inbound or Outbound as we already have a "Deal Source" property with these options.

From what I understand I can't remove them entirely which is fine, as they are included in a lot of historical data. Ideally I want them hidden from the drop down menu so users can't select it. Is there any way to remove it as an option?

Thank you!

[karstenkoehler · Accepted solution]

Hi @CCrawshaw,

The best practice here would be to try and update the affected records with an approved value. In other words, on the deal index page (Menu > CRM > Deals), you would filter for deals with these values, then bulk update them to a "correct" value: https://knowledge.hubspot.com/records/bulk-edit-records

Afterwards, you can delete these options.

If that's not an option for you, you could also simply rename these values to "[Don't use] Direct inbound" etc. It is not possible to hide them without deleting them.

Best regards