Customise Deal Pipeline Cards

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New Contributor

Hi - is there a way to customise the cards that are displayed on the Deal Pipeline view? I can customise the columns (i.e. pipeline workflow) easy enough but would also like to customise the information i can see within each deal. 

 

Ideally, display a flag to indicate Deals that have a likelihood > 8.

 

Is this possible?

 

Many thanks

1 Accepted solution

Accepted Solutions
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Solution
Regular Advisor

Hey @snapwire ,

 

@MFrankJohnson is correct here, you can't customize the cards.  Instead I would suggest creating a filter that shows you this liklihood > 8 (along with a date range).  This would let you better see these "hot" deals.

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

3 Replies 3
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Community Superstar

Unfortunately, no.

 

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Hope that helps.

 

Be well,
Frank


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Solution
Regular Advisor

Hey @snapwire ,

 

@MFrankJohnson is correct here, you can't customize the cards.  Instead I would suggest creating a filter that shows you this liklihood > 8 (along with a date range).  This would let you better see these "hot" deals.

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

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New Contributor

Perfect thank you for the help - 

 

I also found this which needs an upvote 🙂

 

https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id...