CRM

pnicholson
Participant

Can you customize the contents of the boxes in Deals/Board View?

SOLVE

This is specific to the content of the "box" graphic in Board view.

 

The "box" appears to be built using budget, deal name, and status.

 

I'd like the Deal Name to reflect only the elements of the deal. Right now, we seem to have to append a Company identifier within the deal name to know to whom the deal is attached. Is there the ability to customize what's in the "box?" Or, is this locked down? based on license?

 

We'd like the box to have Associated Company, Deal Name, Budget, and Status.

 

Please advise.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you customize the contents of the boxes in Deals/Board View?

SOLVE

Hi @pnicholson,

 

It's been a while but I wanted to share a quick update here. It's now possible to customize the properties shown on the record preview cards: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

karstenkoehler_0-1623127097178.png

 

If you found this useful, you can help the community by marking this post as a solution.

 

Cheers!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you customize the contents of the boxes in Deals/Board View?

SOLVE

Hi @pnicholson,

 

It's been a while but I wanted to share a quick update here. It's now possible to customize the properties shown on the record preview cards: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

karstenkoehler_0-1623127097178.png

 

If you found this useful, you can help the community by marking this post as a solution.

 

Cheers!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

jennysowyrda
Community Manager
Community Manager

Can you customize the contents of the boxes in Deals/Board View?

SOLVE

Hi @pnicholson,

 

Currently customizing the deal card is not a functionality of the tool. It is a highly requested one, though. I would encourage you to follow this idea and give it an upvote to improve the likelihood of this functionality being implemented in the future.

 

Thank you,
Jenny

0 Upvotes