Customize the default Deal view
When viewing a deal on a contacts page in your CRM, you have the option to choose if you want the following to show by default:
To update your Deal Preferences, go to your User/Profile icon → Settings → Preferences → scroll down to Deal Preferences.
There, you can choose what you want to see in the Deal Preview:
Using the dropdown For long descriptions in Deal Preview, you can choose how many lines to display by default.
Notes:
- Any changes to your preferences will be saved automatically.
- You can choose which Custom Field you want to show by default (this will only be displayed while viewing the deal if the Custom Field is filled in for the deal).
- If Description attachments are enabled it will automatically enable Description in the Deal Preview as well.
- The default setting for the Deal Preview is to show Description and Description attachments.
Once updated, your changes will be reflected when viewing a deal on a contacts page.
