Default fields

Steve Jay
Steve Jay Posts: 3

Hi, I was asked to leave a 'feature' request, we do not use some default fields, it would be nice to be able to remove them from view, especially when adding new companies, contacts and deals. Its a distraction for a busy sales/workforce.

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 601 COMMUNITY MANAGER
    100 Comments 5 Answers 5 Likes Community Manager
    edited February 25 #2

    Hi @Steve Jay , hope this guide will be useful in helping with managing fields.

  • Steve Jay
    Steve Jay Posts: 3
    edited July 2021 #3

    Hi @Steve Jay , hope this guide will be useful in helping with managing fields.

    I had a long dialogue with Andres on live chat and the fields i explained to him only one could be removed.

    My response to Andres;

    "Managed to remove Probability but as you mentioned Expected close date cannot be changed, unfortunately."

    Expected close date cannot be removed, this would be a facility that is useful.