I would like to know how to edit a deal card when on board view. I went to the setting section and edit card. It only allows me to add two properties. I am looking to add a client name and/or company name.
You can customize two properties in the Settings > Objects > Deals > tab Record customization > Choose deal properties shown in board view.
It's currently not possible to choose more than two properties, this is a limitation of the product.
There is request in the HubSpot Ideas section which was already reviewed and delivered. You could add your feedback that you'd like more options in that thread: Customized "Deal Cards" in Deals Dashboard
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can customize two properties in the Settings > Objects > Deals > tab Record customization > Choose deal properties shown in board view.
It's currently not possible to choose more than two properties, this is a limitation of the product.
There is request in the HubSpot Ideas section which was already reviewed and delivered. You could add your feedback that you'd like more options in that thread: Customized "Deal Cards" in Deals Dashboard
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
For the cards on the "Deals" overview Board, you can customize the fields, but only show Deal properties, am I correct? Why, in line with the List view, we cannot show contact properties, eg. Company (primary)? Is this something that is possible?