Different properties on Deal cards for different pipelines

[HAmijee]

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

[GeorgeBThomas · Accepted solution]

@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.

[NPW]

Hello All,

If you are looking to customize the left sidebar fields per pipeline, please upvote the following thread:

https://community.hubspot.com/t5/HubSpot-Ideas/Deal-View-Layout-by-Pipeline-or-Field-selection/idc-p...

Thank you!

[karstenkoehler · Accepted solution]

Hi @HAmijee,

I have an update for you: Under Settings > Objects > Deals > Pipelines, you can now customize cards per pipeline!

What is it?

As a customer on HubSpot Professional and Enterprise plans, you will now be able to configure each of your pipeline's board view with the most relevant card properties for each of your pipelines. You can select up to four (4) card properties per pipeline.

Why does it matter?

This feature gives you more flexibility to customize what appears on cards in the board view, by pipeline, and improves your productivity by prioritizing the information that's most relevant to your workflow.

How does it work?

Admin users will be able to use the Settings area to configure up to four (4) properties to appear on the cards for each pipeline's board view. Users must have Account and Edit property settings permissions to customize the pipeline board cards.

Best regards!

[Mo_]

Is this resolved, please? I'm confused.

[DBritt]

I agree that it's not clear that it's resolved. I would prefer the ability to create pipeline-specific properties and this doesn't appear to be the same subject. 

[JKrug]

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.  

[GeorgeBThomas · Accepted solution]

@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.

[HAmijee]

Thanks @GeorgeBThomas 

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