Customise Deal Pipeline Cards

[snapwire]

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

[Bryantworks · Accepted solution]

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!

[karstenkoehler · Accepted solution]

Hi @snapwire,

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

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

Cheers!

[MNoonan8 · Accepted solution]

Hello,

HubSpot has now made it so you can customize these cards much easier.

In settings under Data Management>Objects>Deal choose the Record
Customization Tab then click on "Choose deal property shown in board
view". It now allows you to edit and add properties to the card.
[image: image.png]

[mikelewis · Accepted solution]

This has changed - You can customise what you see in pipeline view on each deal card but it's under the 'pipeline' tab and not 'record customisation' as details in the thread.

See below - Thanks, Mike

Customize the properties displayed on board cards

You can customize the properties that appear on board cards when viewing deals, tickets, or custom object records in board view. Once selected, a record's value for each property will appear on the board cards in the pipeline. If you're in an account with a Professional or Enterprise subscription, you can also select unique properties for each pipeline.

Users must have Account and Edit property settings permissions to customize the pipeline board cards.

In your HubSpot account, click the settings settings icon in the main navigation bar.

In the left sidebar menu, navigate to Objects, then select Deals, Tickets, or Custom objects.

Click the Pipelines tab.

Click Customize board and card view. For accounts with a Starter subscription, the customization will apply to all of the object's pipelines. For accounts with a Professional or Enterprise subscription, the customization will only apply to the selected pipeline.

[BérangèreL]

Hi @mikelewis, I hope that you are well!

Thanks a lot for sharing the update with the Community!

Have a lovely day!

Best,
Bérangère

[NPW]

Hello All,

If you are looking to customize the left sidebar fields per pipeline, please upvote the following thread:

https://community.hubspot.com/t5/HubSpot-Ideas/Deal-View-Layout-by-Pipeline-or-Field-selection/idc-p...

Thank you!

[kvlschaefer]

Hi @NPW,

Thanks for sharing this idea with the community!

Best,

Kristen 

[GEiselt]

Hi @snapwire not sure if you are still struggling with this, but it looks like you can now choose to add any number of properties (formerly just 2) to cards in board view!

[kvlschaefer]

Thanks for sharing, @GEiselt!

[EHirsch]

Thanks for posting this. 

[karstenkoehler · Accepted solution]

Hi @snapwire,

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

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

Cheers!

[Anonymous]

Hi @karstenkoehler, 

Under which settings is it specifically possible to edit the card? I have searched for it this morning and I cannot find it the settings that you have in your screenshot. ⬇️ You will see what I have: 

Thanks. 

[MNoonan8 · Accepted solution]

Hello,

HubSpot has now made it so you can customize these cards much easier.

In settings under Data Management>Objects>Deal choose the Record
Customization Tab then click on "Choose deal property shown in board
view". It now allows you to edit and add properties to the card.
[image: image.png]

[kvlschaefer]

Thank you for this update, @MNoonan8! 

[EHirsch]

I would like to add a 4th line of TEXT with the company name to the card. Is that possible? 

[MNoonan8]

I am looking to do the same thing.  Would like to see the company name instead of the logo.

[EHirsch]

here is what i did. 

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

[Bryantworks · Accepted solution]

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!

[snapwire]

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...

[MFrankJohnson]

Unfortunately, no.