CRM

Ablackwood
メンバー

More detail on Deals Board View

解決

Is there a way to add more detail (include more property fields) on the Deals Board View? When in the Detail view, There's a ton of detail but it doesn't sort deals by stage and it's not easy to move them from stage to stage like it is from Board View. 

2件の承認済みベストアンサー
Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

More detail on Deals Board View

解決

Hi @Ablackwood,

 

When viewing table view of deals, you can add additional columns which will allow you to see any other properties you'd like. Click the "Actions" button, then "Edit Columns". From there you can add additional properties you'd like to see.

 

As far as sorting in table view, you can sort by any columns that have the up/down arrow beside them by simply clicking on that particular column.

 

If you'd like to modify the deal stage for multiple (or one at a time) deals, click the check box beside the deal(s) you'd like to edit and click the edit button. It will ask which property you would like to edit, in which you can choose deal stage and adjust accordingly.

 

Hope that helps!




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

元の投稿で解決策を見る

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

More detail on Deals Board View

解決

Hi @ConnieTeed,

 

It is not possible to modify the details shown in board view, sorry about that. Currently, it will only show name, value, close date, and associations (when hovering) in board view. You can use the filters to the left and sort deals based on properties.

 

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

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9件の返信
ElectroScan
参加者

More detail on Deals Board View

解決

We are also looking to customize the view in the deals board. 

TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

More detail on Deals Board View

解決

Hi @ElectroScan 

 

Thank you for reaching out. I invite you to upvote and subscribe to this Idea in our Ideas Forum to be aware of the latest changes regarding this.

 

Thank you!

Tiphaine


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cchayward
参加者

More detail on Deals Board View

解決

Just to add that this idea shows as solved, but it is not. The original query relates to the board view, the solution provide relates to the table view and not board.

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

More detail on Deals Board View

解決

Hi @Ablackwood,

 

When viewing table view of deals, you can add additional columns which will allow you to see any other properties you'd like. Click the "Actions" button, then "Edit Columns". From there you can add additional properties you'd like to see.

 

As far as sorting in table view, you can sort by any columns that have the up/down arrow beside them by simply clicking on that particular column.

 

If you'd like to modify the deal stage for multiple (or one at a time) deals, click the check box beside the deal(s) you'd like to edit and click the edit button. It will ask which property you would like to edit, in which you can choose deal stage and adjust accordingly.

 

Hope that helps!




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!
ConnieTeed
メンバー

More detail on Deals Board View

解決

Hi Josh,

 

The solution you provided is for Table view - how can one adjust the BOARD View of deals?   I would like to add a default property in that view.

 

Thank you

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

More detail on Deals Board View

解決

Hi @ConnieTeed,

 

It is not possible to modify the details shown in board view, sorry about that. Currently, it will only show name, value, close date, and associations (when hovering) in board view. You can use the filters to the left and sort deals based on properties.

 

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

jwjcloudlinux
メンバー

More detail on Deals Board View

解決

but how can you see those additional properties in the Board view as well?  I just want to add Products and Deal Owner 

Ablackwood
メンバー

More detail on Deals Board View

解決

It appears the solution you provided is only for the Table view not the Board view. Is that correct? I am trying to add more detail to the Board view.

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

More detail on Deals Board View

解決

Yes, that is correct.




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!