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.
@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.
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]
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.
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.
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!
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:
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]
@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.