CRM

jklung
Membre

How to show deal owner in Sales Pipeline

Résolue

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.

1 Solution acceptée
jklung
Solution
Membre

How to show deal owner in Sales Pipeline

Résolue

Is there a way to request this as a feature?

I'm surprised this has not been requested before.

Voir la solution dans l'envoi d'origine

5 Réponses
Szofia
Participant

How to show deal owner in Sales Pipeline

Résolue

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

0 Votes
Josh
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

How to show deal owner in Sales Pipeline

Résolue

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 Votes
jklung
Solution
Membre

How to show deal owner in Sales Pipeline

Résolue

Is there a way to request this as a feature?

I'm surprised this has not been requested before.

Josh
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

How to show deal owner in Sales Pipeline

Résolue

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 Votes
jklung
Membre

How to show deal owner in Sales Pipeline

Résolue
0 Votes