Hey @Chloepilonv -
1. Within your workflow, if you ensure you are updating the relevant record in the first step of the ‘Edit record’ action in the workflow:
and then in the second part of the action choose values from the relevant data source:
More info on this linked here: Create workflows
2. It is possible to add conditional logic to CRM record cards, to determine if they show on certain records types. You’ll be able to use this to change what shows on a POC deal vs an MT deal. More info here: https://knowledge.hubspot.com/object-settings/create-cards-on-records?hubs_content=knowledge.hubspot.com/object-settings/customize-records&hubs_content-cta=setting-up-custom-cards#view-and-use-cards-on-records:~:text=To%20make%20a%20card%20conditional%2C