SHOWING ABBREVIATED NOTES/TASKS ON THE MAIN DEAL PAGE

Title:
Show Activity Details body (Note/Task/Email) on Deal Board/Index Page

Body:
Currently, on the deal index and pipeline board pages in HubSpot, we can only see recent activity types and timestamps (such as “Note 3 minutes ago” or “Task 6 days ago”). However, we cannot view the actual contents (body) of the note, task, or email from the board or index view. It would greatly improve usability and workflow efficiency if users could configure the deal board or index view to display the content/body of the most recent note, task, or email activity directly on each deal card. This would reduce the number of clicks required, give our team instant context, and speed up our sales and support processes.

Requested Feature:

  • Add the option to show the body/contents of the latest Note, Task, or Email directly on the deal board and index/list view (either as a configurable card property or an activity preview).
  • Allow admins to customize which activity fields/properties appear on deal cards in the pipeline view.