How to add a deals section to contacts?

pille
Contributor

I'm pretty sure I used to have it added, but now I'm unable to figure out how to add it back. 

 

You can see what I'm referring to in this video https://www.youtube.com/watch?v=CNKeHTe1lYk at 3:17.

 

Any help is much appreciated.

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

@pille no worries - in that case, the steps linked in my previous reply apply. Go into the record customization options and, in the right sidebar, add the card for leads 🙂

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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pille
Contributor

Thanks! I was right there last night, just needed the nudge. Thanks.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hi @pille,

 

Could you point out with a screenshot and an arrow what you're referring to? There are no deals shown at 3:17.

 

In general, here's how you can customize the record layout and add cards for associated deals: https://knowledge.hubspot.com/object-settings/customize-records

 

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.

pille
Contributor

My bad. Serves me right for posting so late.

I meant leads not deals. So sorry.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@pille no worries - in that case, the steps linked in my previous reply apply. Go into the record customization options and, in the right sidebar, add the card for leads 🙂

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.