CRM

HAmijee
Participant

Different properties on Deal cards for different pipelines

SOLVE

Is it possible to choose different properties for different pipelines that are viewed on the deal cards for that pipeline?

Screenshot 2021-08-31 at 11.43.17.png

1 Accepted solution
GeorgeBThomas
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Different properties on Deal cards for different pipelines

SOLVE

@HAmijee 

It looks like you can only set this for all pipelines, not different information based on the pipeline at this time.

You may want to add this to the ideas.hubspot.com board if you have not yet done so.

George B. Thomas

HubSpot Helper & Owner

Georeg B. Thomas, LLC

(252) 656-5950 | (330) 232-6117
george@georgebthomas.com
www.georgebthomas.com

View solution in original post

4 Replies 4
Mo_
Participant

Different properties on Deal cards for different pipelines

SOLVE

Is this resolved, please? I'm confused.

0 Upvotes
JKrug
Participant

Different properties on Deal cards for different pipelines

SOLVE

Amen.  We have different Business Units in our organization and different sales teams within each Business Unit.  Different informaiton is needed on the Deal Card to for each sales team.  Now we're stuck with asking irrelevent information from one sales team so that we can make sure that we get it from another team.  Disappointing.  

0 Upvotes
GeorgeBThomas
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Different properties on Deal cards for different pipelines

SOLVE

@HAmijee 

It looks like you can only set this for all pipelines, not different information based on the pipeline at this time.

You may want to add this to the ideas.hubspot.com board if you have not yet done so.

George B. Thomas

HubSpot Helper & Owner

Georeg B. Thomas, LLC

(252) 656-5950 | (330) 232-6117
george@georgebthomas.com
www.georgebthomas.com
HAmijee
Participant

Different properties on Deal cards for different pipelines

SOLVE

Thanks @GeorgeBThomas 

I'll add to the ideas threads. Also mention to in my on-barding call tomorrow.