Can you customize the cards on the DEALS board?
resolverHubSpot has a "close" date. I have a custom field that says "Due date" which tells the estimator when the design is due and they can prioritize estimates. Its not tied to the close date.
Is there a way to customize the deal card so it shows this? I have seen some posts that seem to hit on this but the replies and KB articles seem to be pointing to something else.
Do we just have to enter the due date in the deal name?
* Sorting these by due date or manually sorting would be an added bonus
1 Solução aceita
Can you customize the cards on the DEALS board?
resolverHi @Gotcha,
Yes, you can customize the pipeline cards under Settings > Objects > Deal > tab Pipelines > Customize board and card view
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Can you customize the cards on the DEALS board?
resolverHi @Gotcha
in this article you 'd find more info
Though screenshots are not updated to the last changes.
 | María Lucila Abal COO Andimol | Platinum Accredited Partner HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24 Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor Have questions? Get answers: Get Premium Support |
| Did my post help answer your question? Mark this as a solution. |
Can you customize the cards on the DEALS board?
resolverHi @Gotcha,
Yes, you can customize the pipeline cards under Settings > Objects > Deal > tab Pipelines > Customize board and card view
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
