CRM

AAngrisani
Member

How to Edit Deal Card on Board View

SOLVE

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. 

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

How to Edit Deal Card on Board View

SOLVE

Hi @AAngrisani,

 

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

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Edit Deal Card on Board View

SOLVE

Hi @AAngrisani,

 

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

Beratungstermin mit Karsten vereinbaren

 

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

TDegrande
Participant

How to Edit Deal Card on Board View

SOLVE

Hi Karsten!

 

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?

0 Upvotes
JFrey
Participant

How to Edit Deal Card on Board View

SOLVE

Hey Karsten!

Has this feature changed or moveD?

I cannot find the seetings to change the board view anymore.

Thanks!

marissa321
Participant

How to Edit Deal Card on Board View

SOLVE

@JFrey Yes, it is now under the 'Pipelines' tab under Settings > Objects > Deals > tab Pipelines

 

It also looks like you can now add additional fields to the cards (up to four total)!

SCoronini
Participant

How to Edit Deal Card on Board View

SOLVE

Thanks for your help. This should be marked as the correct answer imo!

0 Upvotes