CRM

MossbackGus
Participante

Removing the activity listing from a deal

resolver

Under Deals, after creating a deal it shows the last activity.

How can the last avtivity be removed so it just shows the deal?

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2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Removing the activity listing from a deal

resolver

@MossbackGus there you go:

 

karstenkoehler_0-1713871101524.png

 

Disable this toggle:

 

karstenkoehler_1-1713871122955.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Ver la solución en mensaje original publicado

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MossbackGus
Solución
Participante

Removing the activity listing from a deal

resolver

SUCCESS!

Thank you so much, it was right in front of me all the time.

Appreciate the help, it was quick and concise.

Truly, thank you!

Ver la solución en mensaje original publicado

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7 Respuestas 7
karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Removing the activity listing from a deal

resolver

Hi @MossbackGus,

 

If you're referring to the middle section in the deal record ("Data highlights", "Recent activity" etc), you can remove elements from this middle section or the entire "Overview" tab by following these instructions: https://knowledge.hubspot.com/object-settings/customize-the-middle-column-of-records

 

If you're referring to a column in a deal list view, then you can remove a column by clicking "Edit columns":

 

karstenkoehler_0-1713844887305.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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MossbackGus
Participante

Removing the activity listing from a deal

resolver
I have added a screenshot and circled the portion I'd rather not have,
please see attached.
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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Removing the activity listing from a deal

resolver

@MossbackGus your screenshot is not displaying. Can you double check and upload directly in your browser?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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franksteiner79
Asesor destacado

Removing the activity listing from a deal

resolver

Hi @MossbackGus 

 

Are you referring to the activity feed in the middle column? This is a default UX feature which can't be removed.

 

The only thing you can do is unselect all the filters, which would show nothing, but this is something each user would need to do.

 

What's the reason behind not wanting to see deal activity information?

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
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MossbackGus
Participante

Removing the activity listing from a deal

resolver

I have added a screenshot and circled the portion I'd rather not have, please see attached.Screenshot 2024-04-23 040930.png

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Removing the activity listing from a deal

resolver

@MossbackGus there you go:

 

karstenkoehler_0-1713871101524.png

 

Disable this toggle:

 

karstenkoehler_1-1713871122955.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta
MossbackGus
Solución
Participante

Removing the activity listing from a deal

resolver

SUCCESS!

Thank you so much, it was right in front of me all the time.

Appreciate the help, it was quick and concise.

Truly, thank you!

0 Me gusta