customize deal details in deal board

SOLVE
New Member

I have created a new deal field ¨next step¨ in which I mention in few words what next step is in this specific deal. Eg send out proposal, meeting next week, wait for reply, etc. I like to see this field in the deals presented in the board. Can I?

 

In the deal table this seems no issue, I just added a column.

 

Thanks for helping!

1 Accepted solution

Accepted Solutions
Highlighted
Regular Contributor

Unfortunately, I don't believe that what you’re looking to do can’t be done in Board view for deals. (You should go and post it in the Ideas section of the Community so that HubSpot sees that customers want it as an option, though!)

 

But like you said, in the Table view there’s no issue – just add a column to reflect the custom field that you would like displayed.

1 Reply 1
Highlighted
Regular Contributor

Unfortunately, I don't believe that what you’re looking to do can’t be done in Board view for deals. (You should go and post it in the Ideas section of the Community so that HubSpot sees that customers want it as an option, though!)

 

But like you said, in the Table view there’s no issue – just add a column to reflect the custom field that you would like displayed.