At present the global Left Sidebar view for all pipelines is somewhat limiting, especially when different deals will have necessarily different critera. A process to curate new sidebar views would allow necessary Deal information to be visible at a glance. For different departments (Sales and Partnerships for instance) which have differing goals, this could be very useful.
This is absolutely needed. Different pipelines have a lot of different information that gets tracked and matters more or less or is completely irrelevant. Having to collapse groups of deal info to hide fields for irrelevant info is not efficient or workable, especially for users who are not strong technologically.
I’d like to see something similar on object records. Almost like “smart” views for objects. I have a ton of people that have partners, vendors etc. in addition to clients in their portal for various reasons. HubSpot using smart logic or a type property to substitute a different sidebar/set of properties for all these groups would be a lifesaver.
I need this so badly too! As we have different needs in different pipelines.!
I mean this should be there by default, as each pipeline maybe meant for a differnt product line and require differnt properties.
Yes please! We, too, have different pipelines for different stages clients go through with different departments within our company, and they all have different things they need. Thinking I’m going to add sections for now and just have each department expand their own section.
Yea, we need this functionality as well. Our different pipelines have different deal info that we need to look at.
This functionality is critical for the sales teammates proficiency when they explore deals information in HS. let’s put this feature at the top of HS priorities.
To echo everyone else, this is a critical need for us as different pipelines require different information to be presented. With the ability to create separate pipelines for various reasons, being able to create custom views to display the necessary and relevant information to that associated record is a must.
It would make a lot of sense to have the ability to customize sidebars based on the pipeline.
Pipelines should have the ability to display specific information.
edit: it’s possible make a block conditional so just make it conditional to the pipeline
Are there any updates on a solution to this? It would be essential to have this -- it creates cumbersome layouts which open space for data problems - only specific pipelines should have specific views on the deal level.
I would also love to have this in the Service Tickets. Different service pipelines serve entirely different purposes and should be allowed to have have sidebar customization specific to the pipelines!
I need this so badly too! As we have different needs in different pipelines!
We definitely need this, I don’t understand how Hubspot hasn’t already developed this. It just seems so logical to do it!