Pipeline in Kanbank view for contatcts instead of deals
SOLVE
Hi all,
In Sales > Deals and then changing to board view (= Kanban) I can see all Deals and can move them from stage to stage.
Is there a Kanban view in Hubsport where I can move individual contacts, depending on the indiviual converstion stages? All of my contacts have the same deal (let's call it "Sell service" for this blog purpose). The price for my service depends on the range of agreement, starting with 1000 EUR, 2000 EUR oder 4000 EUR per customer.
Down the roade, what I need is a board with the conversion stages and each box shows the contact name, the assosiated company and the deal (service A, B oder C)
Good news, the product team is developing this and it is in beta under Settings > Product updates > All > 'Enhanced board experience and Board View for Contacts & Companies'. (If you're not seeing this yet, you'll have to be patient for a bit longer.)
Enhanced board experience and Board View for Contacts & Companies
What is it?
This update brings you both:
The option to see your contact and company records in a board view, and
A redesigned board experience across all objects with a board view--including deals and tickets
Here's what you'll find:
Board View for Contacts & Companies: See your records organized by lifecycle stages for a real-time, actionable view
Faster Scanning: Enjoy a streamlined board and card design for quick prioritization
Personalized Views: Add up to 2 extra properties and reorder for your needs (applies to each user)
Quick Actions: Take immediate action directly from board cards without leaving the board
Why does it matter?
The new contact and company board views offer a visual pulse on your customer lifecycle journey, empowering you to:
Proactively manage relationships
Spot opportunities
Make data-driven decisions
The enhanced experience will boost user productivity with a clearer, more efficient, and personalized board view. Users can scan faster, prioritize better, and customize their own view with 2 extra properties. Admins can now edit card settings directly on the board, eliminating the need to navigate to a separate settings page and saving time.
How does it work?
To access the new board view for Contacts and/or Companies, navigate to your object index page:
CRM > Contacts
CRM > Companies
Click the board icon in the upper left corner of the page.
To customize your board experience:
Go to your CRM board (left menu, select a CRM object)
Click "Board options" (top right) or hover over a card and use the dropdown (top right)
Admins: Choose Edit cards (for all users) or Edit cards (for your view)
Users: Choose Edit cards (for your view)
Customize card sections:
Properties: Admins (select up to 4), Users (add up to 2 extra, reorder)
Priority: Toggle on/off color-coded tags and priority dot
Associations: Customize displayed associations
Activities: Customize displayed activities
Who gets it?
All hubs and tiers
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
We would like this as well ... soon - like yesterday. I can see other requests/Ideas here which are three years old and have 100+ upvotes. So we are really looking forward to this.
Our use case
We want to populate a custom property from our video elarning platform (https://uqualio.com) to show how far the contact is with onboarding tasks.
Then we want to display them as a kanban board/stages board to see how many are at level 1, 2, ...
That is something I would consider a basic thing to add to Contacts and Companies. We already have it for Deals, were we can define our own pipelines with custom stages.
Good news, the product team is developing this and it is in beta under Settings > Product updates > All > 'Enhanced board experience and Board View for Contacts & Companies'. (If you're not seeing this yet, you'll have to be patient for a bit longer.)
Enhanced board experience and Board View for Contacts & Companies
What is it?
This update brings you both:
The option to see your contact and company records in a board view, and
A redesigned board experience across all objects with a board view--including deals and tickets
Here's what you'll find:
Board View for Contacts & Companies: See your records organized by lifecycle stages for a real-time, actionable view
Faster Scanning: Enjoy a streamlined board and card design for quick prioritization
Personalized Views: Add up to 2 extra properties and reorder for your needs (applies to each user)
Quick Actions: Take immediate action directly from board cards without leaving the board
Why does it matter?
The new contact and company board views offer a visual pulse on your customer lifecycle journey, empowering you to:
Proactively manage relationships
Spot opportunities
Make data-driven decisions
The enhanced experience will boost user productivity with a clearer, more efficient, and personalized board view. Users can scan faster, prioritize better, and customize their own view with 2 extra properties. Admins can now edit card settings directly on the board, eliminating the need to navigate to a separate settings page and saving time.
How does it work?
To access the new board view for Contacts and/or Companies, navigate to your object index page:
CRM > Contacts
CRM > Companies
Click the board icon in the upper left corner of the page.
To customize your board experience:
Go to your CRM board (left menu, select a CRM object)
Click "Board options" (top right) or hover over a card and use the dropdown (top right)
Admins: Choose Edit cards (for all users) or Edit cards (for your view)
Users: Choose Edit cards (for your view)
Customize card sections:
Properties: Admins (select up to 4), Users (add up to 2 extra, reorder)
Priority: Toggle on/off color-coded tags and priority dot
Associations: Customize displayed associations
Activities: Customize displayed activities
Who gets it?
All hubs and tiers
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Pipeline in Kanbank view for contatcts instead of deals
SOLVE
Hallo Herr Köhler,
(können wir auf Deutsch fortfahren?)
vielen Dank für Ihre schnelle Antwort und den Link. Das Thema damals war tatsächlich recht ähnlich zu meinem Anliegen.
Offengstanden fehlt mir bei großen Firmen (wie Hubspot) der Glaube, dass es tatsächlich etwas bringt, wenn ich Zeit und Mühe investiere und einem Unternehmen Feedback gebe. Die Tatsache, dass der von Ihnen verlinkte Blog schon über 1,5 Jahre alt ist und sich seitens Hubspot noch nichts getan hat, bestätigen das.
Da ich dank Ihres Links nun eh auf der richtigen Seite bin, gebe ich gerne auch noch mal meinen Input in die Runde. Schaden kann es ja nicht.
Sehr schade, dass so ein absolutes Basic-Feature von HS bisher nicht umgesetzt wurde, das wundert mich sehr. Dann bisher bin ich von HS total begeistert und werde wohl zeitnah auf Starter upgraden.
Einige Themen haben innerhalb für HubSpot eine geringere Priorität als andere. Daher kommen hier gelegentlich auch mehrere Jahre zusammen, bis bestimmte Anfragen berücksichtigt werden. Entscheidend sind z.B. auch, wieviele Anfragen von besonders wichtigen Kunden (aus den Professional- und Enterprise-Lizenzen) kommen. Generell wurden auch schon sehr viele Anfragen umgesetzt.
Wenn Sie sich unverbindlich mit mit mir über die Starter-Versionen von HubSpot austauschen möchten (Anwendungsfälle, Best Practice etc), können Sie gern die Schaltfläche in meiner Signatur hier nutzen, um auf meinen Kalender zuzugreifen. Ich helfe gern.
Beste Grüße!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
