Adding new deal Dialogue view

It would be nice if default fields such as probability and expected close date could be removed from the add deal dialogue because when a receptionist is creating a new deal it would be nice to only display the bare minimum fields that they need to fill out rather than having to leave some fields blank. If those fields are not set as required at that stage. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #2

    Good news @Brad Krause , this is already possible!

    Have an Admin user go to Company Settings > Data Fields > Lead/Deal > Default Fields > pick the field you want  > Quality Rules > untick the box "Appears in ‘Add lead’ and ‘Add deal’ views". 🚀

    Explore how you can use this to also set up: