CRM

mikejaime2
Member

Customize Deal Board View by any Dropdown Select Property

SOLVE
  • Currently Deal Board Views are organized by "Stage"
  • I would love the ability to organize the Deal Board View by a custom dropdown select property.

The reason for this is because within each of our deals, we have sub stages/statuses that specific departments manage the status of. Those departments need a board view so they can manage their portion of the deals in which they are responsible for.

 

In the examples below, you can see that in Click-up there is the main Deal/Task status/stage. Then the Board view also allows us to group the Deals/Task by other properties. This allows us to give each stakeholder their own relevant board view to manage.

 

Click-up Deal Stages:

mikejaime2_0-1737750652485.png

 

Click-up Sub Category Board - In this example we are grouping the Deals by the "BC Status" property

mikejaime2_1-1737750745431.png

 

Click-up Sub Category Board - In this example we are grouping the Deals by the "PM Status" property

mikejaime2_3-1737750819996.png

 

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

Customize Deal Board View by any Dropdown Select Property

SOLVE

Hi @mikejaime2,

 

The best place for these kinds of requests would be the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

The product team reviews these request on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize Deal Board View by any Dropdown Select Property

SOLVE

Hi @mikejaime2,

 

The best place for these kinds of requests would be the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

The product team reviews these request on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes