Sorry if I’m sending this to the wrong place. I’m new to HubSpot and couldn’t figure out how to change the deal description.
I also have another question, can we change the display? Currently, I can see Close Date and Deal Description. But can I change what to see and what not to see?
Thank you very much for reading this.
Hi @MehmetEmin happy to help here!
You can edit the properties that show in the board ‘cards’ as long as you have Account and Edit property settings permissions.
- In your HubSpot account, click the settings settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Objects, then select Deals, Tickets, or Custom objects.
- Click the Pipelines tab.
- If your account has a Professional or Enterprise subscription, click the Select a pipeline dropdown menu, then select the pipeline that you want to edit cards for, or select Create a pipeline to create and customize board cards for a new pipeline.
- Click Customize [object] cards. For accounts with a Starter subscription, the customization will apply to all of the object’s pipelines. For accounts with a Professional or Enterprise subscription, the customization will only apply to the selected pipeline.
- In the right panel, you can preview how the card will appear in the board view. The primary display property for each object (e.g., Deal Name, Ticket Name) will appear by default and cannot be changed.
- To replace a property on the card, click the dropdown menu, then select a property.
- To add a property, click Add property, then click the dropdown menu and select the property you want to add. You can include up to four properties.
- To remove a property from the card, click the delete delete icon next to the property.
- To change the order of the properties, click and drag the properties to the desired location.
- Click Save. This configuration will now be applied to all pipelines (Starter) or the individual pipeline (Professional and Enterprise only).
To edit the Deal Description, click onto the card. On the left sidebar, you should the property for ‘Deal Description’. You will be able to click on it and edit it from here. If you cannot see it on th left sidebar, scroll down and click ‘View all properties’. In the search bar, type in ‘Deal Description’. Hover over the ptoperty and click ‘Add to your view’. Then click Back. It should now appear on the left sidebar for all records and you will be able to edit it from here.
I hope this helps!
Hello @KTownsend
Thank you very much for your help, now I can continue to scale my business.
