CRM

JGray30
Participant

Sales Pipelne Dashboard

SOLVE

On the Dashboard for Deals, they are all displayed as a "tile".  What I would like to do is actually see the Contact Name.  Which at the moment I cannot.  Unless I type in the name of the contact in to the title of the Deal name.  How can I display the contact name on the tile itself?

JGray30_0-1701685150335.png

 

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

Sales Pipelne Dashboard

SOLVE

Hi @JGray30,

 

The tiles can currently not be customized to display the full name of the associated contacts. This is however something you could request from the HubSpot product team by submitting a request here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

There are some workarounds (copying contact names in custom properties, display custom property in deal card) but they don't scale well and wouldn't link to the contact. Unfortunately, the UI option you're looking for doesn't exist.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
3 Replies 3
AWalter3
Participant

Sales Pipelne Dashboard

SOLVE

Agree - customizable tiles would be very helpful!

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

Sales Pipelne Dashboard

SOLVE

Hi @JGray30,

 

The tiles can currently not be customized to display the full name of the associated contacts. This is however something you could request from the HubSpot product team by submitting a request here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

There are some workarounds (copying contact names in custom properties, display custom property in deal card) but they don't scale well and wouldn't link to the contact. Unfortunately, the UI option you're looking for doesn't exist.

 

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.

0 Upvotes
JGray30
Participant

Sales Pipelne Dashboard

SOLVE

Thats a shame, I have added it as an Idea