Editing Account Overview Card

Smart CRM & Sales Hub CRM
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1

Hi all,

Is it possible to update the information shown in the account overview card in the right sidebar of company pages?

My company defines target accounts using a numbered system, so the true/false uneditable default property doesn’t work for us. As such, I’d like to replace it with a custom property in the account overview card.

Does anyone know if this is possible/how to do this?

Thank you,

Alex

2

Hi Alex,

We love HubSpot CRM Cards for displaying relevant information for our customers (we’re a HubSpot Partner Agency).

And, if you have Service Hub Enterprise or Service Hub Enterprise you have access to the CRM Development kit which lets you create custom tabs in the central panel of the Company Record – gamechanger!

Let me know if you’d like me to share some examples with you.

Have fun

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world’s first automated HubSpot Portal Audit that helps you work smarter with HubSpot.