Within the Customer Success Workspace on the Portfolio Tab, clicking the Company name opens a right-side ribbon with an About this company property section. The default properties are not useful to our sales team, and I would like to display other propertires instead.
After speaking with Hubspot support, it appears that no customization exists for this ribbon within the CS Workspace.
Please add additional customization to the Customer Success Workspace so that we can determine which properties display on this right hand ribbon. This space would allow for quick reference for important properties that we don't want cluttering the index pages within the Portfolio tab.
Thank you!