Deal stage descriptions on deals dashboard

SOLVE
joeolsenmm
Participant

Hi! I can't seem to find anywhere I can add a description to the deal stage that would be accessible on the dashboard – like in a rollover or a "?" pop up. Is this just not possible and something that should be submitted to the ideas area of the forum? Most CRMs I have used allow you to add a stage description ie. A stage called "Opportunity Identified" might have a description like "Deal opportunity has been identified, but not the client has not confirmed and no budget has been identified", etc.

 

Make sense?

 

Thanks.

 

JJO

0 Upvotes
1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @joeolsenmm,

 

If you click preview, it will give you all of the information related to the deal. For the instance you are referring to, you may want to add a custom field and then add that custom field to the About section of the deal records, so that it shows at the top when you click the preview button.

 

Hope that helps, but let me know if you have any other questions!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

0 Upvotes
3 Replies 3
Josh
Solution
Recognized Expert | Platinum Partner

Hi @joeolsenmm,

 

If you click preview, it will give you all of the information related to the deal. For the instance you are referring to, you may want to add a custom field and then add that custom field to the About section of the deal records, so that it shows at the top when you click the preview button.

 

Hope that helps, but let me know if you have any other questions!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

0 Upvotes
joeolsenmm
Participant

Thanks Josh! That's not what I am talking about though.

 

I am talking about the deal stage description with similar functionality to the description rollovers for fields. See below. Again, this is useful when people are trying to understand what the stages mean/are used for

 

dashhs.jpg

 

 

Josh
Recognized Expert | Platinum Partner

Got it! Good idea, but unfortunately I don't think it is possible.

 

I would recommend posting to the HubSpot Ideas forum.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes