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.
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 theKnowledge Base article with more details.
I hope this latest release helps you continue to use these visual cues to help your users prioritize!
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.
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.
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!
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.
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.
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.
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
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.
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