Hi Community,
I am trying to customize the default overview that reps see when opening a deal/ opportunity.
I am talking about the middle section as below:
What I want to accomplish is to create an additional tab next to Activities called Opportunity Management.
In addition I would like to be able to create custom sub-menus for that tab just like below (activities, notes, emails etc).
Within each I simply want some pre-defined text fields with each their own title.
(I am a non technical user.)
Appreciate any help and input you might have.
/Nichlas
Hi @NWesterby,
As far as I know, this is currently not possible. CRM development tools allow you to create UI extensions and you can customize the additional tab (“Overview”) that’s already there under Settings > Objects > Deals > Record Customization > Customize the additional tab. However I’m not aware of the ability to create an entirely new tab at the moment.
Other users have requested more options for tabs on records already: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-customization-for-the-tabs-on-object-records-for/idi-p/658580
You can either upvote the same request or create your own in the HubSpot Ideas section, if you want new tabs to be a feature: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
The product team reviews these requests based on their popularity.
Best regards!
Thanks so much, Karsten. And for pointing me in all the right directions.
@NWesterby We recently released the CRM Record Page Editor which allows you to customize the middle column of a record further. If you have Sales/Service hub enterprise, you can also add additional tabs to the record page. This feature is in public beta and you can enroll via the Product Updates page within the HubSpot app.
This is fantastic news. Playing around with it now.
I’ve noticed it isn’t possible is to add editable cards. Eg. I want to add a card called Champions where you can edit the name (or point it towards a registered contact for the related deal), and then add a dropdown option where you can directly select eg. 1. Identified. 2. Validating & Testing. 3. Confirmed and Building.
Is this possible someho, or is this on your roadmap?
Hi @NWesterby , I just sent you an email so I can learn more about what you are looking for. Chat soon!
