CRM

jklung
メンバー

How to show deal owner in Sales Pipeline

解決

How can we adjust the Sales Pipeline board to also show owner.

I know I can filter - but I only see company logo og contact "logo"

Next to the contact I would like to see the deal owner listed with icon.

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jklung
解決策
メンバー

How to show deal owner in Sales Pipeline

解決

Is there a way to request this as a feature?

I'm surprised this has not been requested before.

元の投稿で解決策を見る

5件の返信
Szofia
参加者

How to show deal owner in Sales Pipeline

解決

This would be very helpful, and since it's visible in table view it should be in board view as well.

0 いいね!
Josh
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

How to show deal owner in Sales Pipeline

解決

Hi @jklung,

 

I do not believe this is possible on Board view, but on Table view you can see HubSpot owner in one of the columns. 

 

The option for table vs board view is at the top, right next to the search bar.

 

In the board view, unfortunately at this time (as far as I am aware) you will have to rely on the filtering as you mentioned in your post.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 いいね!
jklung
解決策
メンバー

How to show deal owner in Sales Pipeline

解決

Is there a way to request this as a feature?

I'm surprised this has not been requested before.

Josh
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

How to show deal owner in Sales Pipeline

解決

You can leave your idea in the ideas forum.

 

I'm not sure how quickly things get implemented, but I do know they pay attention to it and will show you status updates if it's already in the works.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 いいね!
jklung
メンバー

How to show deal owner in Sales Pipeline

解決
0 いいね!