Customizing the middle column based on pipeline (record customization)

HubSpot Ideas
1

Our key properties and details can differ greatly based on the pipeline. The customization of cards on the middle column has added good value but a couple of items would make it even more valuable:

  • Rather than just adjusting the view by team, ability to adjust the key cards and layout by pipeline. This would allow us to feature the details most relevant, rather than having to purpose build it for only 1 use case. For example, building it for our direct sales pipeline means it’s the first thing all users are seeing in different pipelines, where much of the information might be blank and not featuring what is most relevant.
  • Ability to edit from the card view would drastically increase utility. Allowing direct editing from this view allows us to identify information gaps and incrase data completeness without having to search properties and fill them in. The properties may not already be in the left sidebar view so editing directly from the middle column would save time and make more information accessible. Members of our team have previously used Salesforce and key info cards can be adjusted on the spot so we’re receiving a lot of similar requests and comments that information is otherwise hard to find.
2

I agree, I also noticed there are about 5 other tickets about this issue. This is a must have!

3

Agree completely. Our teams add deals to multiple pipelines, each of which has specific and unique data fields. I would love to be able to customize record views based on pipelines and not teams.

4

Totally agree. I have 5 teams and they all have different properties, but able to layout them in tabs and cards.

5

agreed. We have a support team of 10 people who work across 3 pipelines with very different property view needs. One pipeline of tickets is for returns, and another pipeline of tickets is for applications. The current team’s view during Pipeline switching results in seeing the same properties across pipeline types.

6

fully agree, its a must have when working with cross functional teams

7

This is a MUST!! We have multiple pipeline across multiple products and services and I really need to be able to create views for users in my portal without using teams since we have a very cross-functional team.

8

Yes Please!!!

9

+ 1, and to expand on this - I’d like to see the left and right columns of a record be customisable based on record criteria vs team view.
As an example.

  • Deal in sales pipeline, right column cards should be displayed as
    • Contacts
    • Companies
    • Playbooks
    • Tickets
  • When the deal goes to the after-sales pipeline, the right column cards should be displayed as
    • Contacts
    • Tickets
    • Playbooks
    • Companies