HubSpot Ideas

lizchartrand

Add additional/conditional sections to the deal preview.

Hello,

 

I recently updated our account's deal record view to make use of the new option to have sections (conditional or otherwise). Unfortunately, an unforeseen issue is that records customization beyond the "about this deal" section (the basic default) will not appear when clicking the "preview" button from an object dashboard. In other words, there is not a way to have sections beyond the "about" section appear in the deal preview.

 

I know technically users can use the deal name link to go directly to the deal record to see all 3 sections and make updates, but my understanding is they prefer the preview to make quick updates for multiple deals in a pipeline.

Adding this feature, to include all sections on the deal preview, would be very helpful to maintain productivity standards for our teams!

 

Thank you!

1 Reply
Cojo20
Participant | Platinum Partner

This would be a great and essential feature to work with custom sections. We heavily depend on this feature, as we built up a property structure based on sections.