More detail on Deals Board View

Smart CRM & Sales Hub CRM
1

Is there a way to add more detail (include more property fields) on the Deals Board View? When in the Detail view, There’s a ton of detail but it doesn’t sort deals by stage and it’s not easy to move them from stage to stage like it is from Board View.

2

Hi @Ablackwood,

When viewing table view of deals, you can add additional columns which will allow you to see any other properties you’d like. Click the “Actions” button, then “Edit Columns”. From there you can add additional properties you’d like to see.

As far as sorting in table view, you can sort by any columns that have the up/down arrow beside them by simply clicking on that particular column.

If you’d like to modify the deal stage for multiple (or one at a time) deals, click the check box beside the deal(s) you’d like to edit and click the edit button. It will ask which property you would like to edit, in which you can choose deal stage and adjust accordingly.

Hope that helps!

3

It appears the solution you provided is only for the Table view not the Board view. Is that correct? I am trying to add more detail to the Board view.

4

Yes, that is correct.

5

but how can you see those additional properties in the Board view as well? I just want to add Products and Deal Owner

6

Hi Josh,

The solution you provided is for Table view - how can one adjust the BOARD View of deals? I would like to add a default property in that view.

Thank you

7

Hi @ConnieTeed,

It is not possible to modify the details shown in board view, sorry about that. Currently, it will only show name, value, close date, and associations (when hovering) in board view. You can use the filters to the left and sort deals based on properties.

Josh

8

Just to add that this idea shows as solved, but it is not. The original query relates to the board view, the solution provide relates to the table view and not board.

9

We are also looking to customize the view in the deals board.

10

Hi @ElectroScan

Thank you for reaching out. I invite you to upvote and subscribe to this Idea in our Ideas Forum to be aware of the latest changes regarding this.

Thank you!

Tiphaine