HubSpot Ideas

TNadolski

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. 

1 Reply
ericmcarson
Member

The sidebar view that shows closed won/closed lost deals is really confusing to most of my staff. A CRM should allow a team to stay focused on only the deals that are currently in progress, especially in such a highly visible place as the sidebar. Please provide this customization