HubSpot Ideas

triciaboer

deals list in contact or company record

Right now ALL deals are listed onthe contact or company record. I would like to be able to filter what i see there, per record - like only open deals, only won deals, or at lease list deals by close date, or something.

 

Right now there seems to be no rhyme or reason to how it lists and it doesn't list them all, I have to go to a separate page to view the deal I want to look at.

1 Reply
Jherzog5
Member

Also would be good to be able to organize or archive deals so still associated with client but still able to see the deal if want to