Color Code the Deal Boards View

[JoeMayall]

Submitted on behalf of a customer

It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance.

Other Deal Board customization can be found here: https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id...

[JoeMayall]

👋 Hi fellow community members,

I'm excited to share that we've just finished releasing enhancements to our colour-coded object tags. We've moved the limits for these tags to the account level and introduced custom object tags.

See screenshot of the product update. Here's the Knowledge Base article with more details. 

I hope this latest release helps you continue to use these visual cues to help your users prioritize!

Best,

Jeannie

[JoeMayall]

Hi everyone, I wanted to share a recent update on Deal Tags.

You can now create deal tags that filter based on a property called "Is deal closed?" You can use this, to exclude filtering on closed deals. See here for more info.

Cheers,
Jeannie

[JoeMayall]

Hi @jj12stars, we're working on this, along with other enhancements. We wanted to get this out to everyone sooner than later, but rest assured, we will continue to iterate on it. 

In the meantime, users can collapse closed stages to hide them from their view.  

[JoeMayall]

👋 Hello community members,

As you probably know by now, we've fully released coloured deal tags. See here for more details.

We're currently working on extending coloured tags to other HubSpot defined objects as fast followers. 

As always, thanks for your feedback in helping us continuously improve your product experience. 

Cheers,
Jeannie

[JoeMayall]

@jj12stars, thanks for the additional feedback. That's interesting--I've noted this as well. Cheers!

[JoeMayall]

Hi @jj12stars, yes--it's in our plans to extend to other objects. We started with Deals for now.

Great feedback on how the tags appear on the board cards--I've noted all your feedback and appreciate it. 

Yes, any super admin user can change the order of the deal tags. In Deals > Pipelines Settings, navigate to the Deal Tags table, where you can drag and drop deal tags in whichever order you'd like. The order (from top to bottom) is what dictates the order of deal tags as they appear on a board card, when there are multiple tags on a card. Hope this helps!

[JoeMayall]

Hi @ABeian, thanks for your feedback! I had some of the same thoughts when we first started. 😄

We opted for an iterative approach, so we can get this exact type of feedback, in order to prioritize what's most important to users. We also wanted to balance getting something into the hands of our customers--folks like yourself. This way, you get to use the feature earlier, and can weigh in on how we can iterate on it. I've noted your feedback, and it will inform our next iterations that will follow.

Re: extending to other objects, not to worry--this is on our radar. We started with Deals and are only in beta right now. I absolutely see the value in extending to other objects and we plan to do so. 

[JoeMayall]

Hi @SMega, this feature is currently only available for the Deals object on Sales Hub Starter, Professional, and Enterprise plans.

If you're a super admin on one of the above plans and do not see the beta update, I'd suggest checking with our Support team. 

[JoeMayall]

👋 Hello Community Members,

Our team has heard your feedback and developed a new feature to address this idea, called Deal Tags--in beta today! 

To join our beta, have a super admin user navigate in their HubSpot account to: Product Updates > Early Access > Betas > click "Join beta"

Once you're a part of our beta, super admins will have access to create new deal tags, which will appear on the board view. 

We look forward to hearing your collective feedback!

Cheers,
Jeannie

[JoeMayall]

👋 Hello fellow Community Members!

I'm excited to share that we're working on this. 

We're looking to run a small early access group to provide feedback on the solution. If you're interested in participating, please sign up here.

Notes: 

• Only available to super admins on a Starter, Professional, or Enterprise plan
• Must be using Deal pipelines
• Signing up for early access does not guarantee you'll be selected, but rest assured--the goal is to make this feature more widely available. 😊 

[JoeMayall]

👋Hello HubSpot community members!

Thank you for your feedback. We're in the process of exploring this idea and I've read through all the comments here.

I'm curious to hear your thoughts on the existing "Priority" property. Current options for this property (available on Deals and Tickets) are:

• Low (green dot)
• Medium (yellow dot)
• High (red dot)

Has anyone tried using this property for colour-coding? What's working vs. what's missing?

Thank you again for sharing your feedback with us!

[TuffaCharlie]

Really important and already exists in Service gallery view so should be easy to implement

[TJWright]

We would find colouring cards in our Deal pipeline very useful as well!

[Crystal_Hopper]

I currently need this or my sales people are going to want more Pipeline Columns. Please don't make me build columns to track a Deal's temperature.

[TPick]

This is needed for us as well

[AlexandreSch]

This is really important, especially when you have 42 deal stages with 5 very specific focus... 

[GEiselt]

+1 for this, not just for Deals but for custom objects as well!

[ABurks]

This would be so helpful, please implement 

[ClemOaky]

Absolutely important. And this time, please do us a favour and make the rules Pipeline-specific! The previous enhancement on the deal card is a shame as it's across all pipelines! We're handling VERY different information in our different pipelines.

[VPasquier]

It would be an added value to Hubspot!

[BOates]

This would be a huge help to our team to have this feature!

[NDetandt]

We want to stop using Meistertask but we love the color-coding so much we haven't left this function for HubSpot. Add the ability for us to add color to our deal stages and I'll kiss Meistertask goodbye tomorrow. 

[FoodNotify-DK]

💯

[jj12stars]

Not just Deals, but all pipelines, including custom object pipelines!

[ACallcott]

This is a great idea and we'd love to be able to track based on team geography, or deal amount, or estimated close date. 

[LDoudard]

Yes please ! Such an important fonctionallity for team sales !  I am currently obliged to use "markers" such as : ** or ++ or == before each opportunity title to mark to whom they Belong on the pipe. My eyes are burning ! Please make it possible for us to use colors, it would be so much better

[AWu8]

This is a must have feature. Please add it ASAP. 

[Helli]

The colored Deal Cards would be a big advantages for us. But not only for Deal Cards. Also for Companies or Contacts this could be a beatuifuk feature. For example to highlight inactive Contacts or depending on other criterias.

[HLovatt]

PLEASE! We really really need this asap

[CRakis]

That would be amazing!!! Yes some colorrrrr!!

[RonZon]

+1 here......this seems like something that should be easy to code and rollout.