Deal Card Preview for Different Pipelines

Hi,

I have two different sales pipelines and each has different properties that I want to see in the Deal Card Preview.
I managed to customize the Card View for one pipeline. When I used the same flow to customize the second pipeline, it didn’t work.
I went to preview customization and created separate views and assigned it to particular teams. However, it worked for one but didn’t work for the other. Also, I have added conditional logic in each of these cards based on pipeline.
Any leads would be appreciated.

Hi @RidaZaidi! Welcome to the Community-- happy to have you here :blush:

I am sorry to hear it is not working out as you had expected. Could you share screenshots of the set up for both cards and what you do see? I also recommend having someone from each team sign in via an incognito window to see if there is a cache that is preventing the changes from showing up.

Best,

Kennedy

Hey @kennedyp,
I have attached the screenshots. I want a similar property list for my second pipeline but it’s not showing. I have tried multiple times, watched YouTube tutorials and read the knowledgebase articles too. I don’t know why it’s not showing up.
In the screenshots, it’s fine for Sales Pipeline but for Spantrek Pipeline, it’s not working.

Thanks for those images! It does look to be configured as I would expect. Have you tried logging in via an incognito window and testing?

I want to invite some subject matter experts to see if they have any suggestions.

Hey @JessicaBaskey, @Bryantworks, or @GeorgeBThomas do you have any thoughts on why this custom card may not be working?

Hey @kennedyp
Yes I tried from multiple profiles in my Chrome, incognito, and different PCs as well. It’s the same.
Is it some kind of a bug?

I have not been able to reproduce this issue on my own account, so there may be a setting or permission preventing you from seeing the change. Your account has access to HubSpot Support, so I recommend opening a ticket for a more thorough investigation. The Support team can access your account from the backend to get a quicker resolution.

Hi all! I have yet to reproduce this on my end. Support is the next best step :slightly_smiling_face:

Having the same issue :eyes:

Hey! I have the same issue. Curious if @kennedyp , you were able to resolve this?