Customising deal quick view

br33na
Member

Hi, I have been trying to customise the deal thanmbnails. having "close date" on there is useless to me, I would rather have "create date" so I can see if a deal has been overlooked right away. I have captioned these images to show the issue I am having, any help appreciated.

 

I have found this section in the sales settingsI have found this section in the sales settingsMade the changes I want, and savedMade the changes I want, and savedBack in my sales pipeline, no changes have been madeBack in my sales pipeline, no changes have been made

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3 Replies 3
Ayang
Member

That setting is actually for the "About [deal_name]" section displayed on the left-hand side of your screen after clicking into a deal. To my knowledge, there is currently no way to change properties displayed in the board view. It will be really nice to have this feature!

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br33na
Member

Thanks for the reply.....

 

Yeah idealy I would like to have visable on the tiles deal name, create date and possibly last update or note as we have a shorthand note system anyway.

 

Then I would be able to see everything within a minuite of looking at the board view.

 

Im pretty sure I have seen a youtube video where the guy has create date on his tiles instead of the (useless to me) close date. It could be that it was an old video, not to sure about that.

 

Is there anyone here from support?

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Georgina2020
Participant

I have recently started using Hubspot and would like to see create date on deals instead of closed dates.  Was there ever a solution proposed for this issue?

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