• Help Desk reporting gives you real-time visibility into your support operation without the manual work. Ask our experts about which metrics matter most! AMA Dec 8-12.

    Ask us anything

Customize Deal Preview with Additional Sections

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
LBarthel5
Submitted by on ‎Sep 2, 2022 3:48 PM

The standard deal preview pane only shows the information in the "About this Deal" section. However, it doesn't allow you to add any of your customized sections to that view. This would be immensely helpful and would greatly increase efficiency for our team when updating deals in Hubspot. Rather than clicking into each individual deal, they could update their fields via the preview pane from the deal list view. 

See more ideas labeled with:
12 Replies
MFischer
Participant | Diamond Partner
Participant | Diamond Partner
‎Aug 23, 2023 4:01 AM

Editing the preview section from the Deal Pipline would be a huge help! This is really a must have!

BMeling
Member
‎Sep 5, 2023 4:48 AM

Was so excited to see I could customize "the right sidebar" thinking it would affect the preview of the card in the board, but alas. We have much more need of the preview showing me the most important items than the full-view page!

JNanda
Member
‎Sep 8, 2023 2:22 PM

We REALLY need this as an option, please implement asap, much appreciated.

ShaunMarais
Participant
‎Sep 12, 2023 11:56 PM

This is really needed - in addition one absolutely needs to be able to customise the Deal preview to matcvhy your own customisable sections in About this Deal & what one see in the right side attachemnts pane. It doesn't help having certain elements removed there, but still visoble in the preview view. Talk about easily confusing the User 😑

 

Regards

Shaun

Seeff

IvanFH
Member
‎Sep 26, 2023 8:01 PM

Can't believe how HubSpot fails to think about this fundamental aspects.

BMeling
Member
‎Oct 17, 2023 3:29 AM

I would urge everyone here to also upvote this (identical) idea, as it has more upvotes and is about the same feature: https://community.hubspot.com/t5/HubSpot-Ideas/Modify-or-Re-Order-the-Preview-Tab-Screen-for-Contact...

Hoping greater numbers of upvotes might help us.

mph_nyc
Member
‎Oct 24, 2023 12:11 PM

Yes please!  This is an obvuious one... that preview is super prevalent in th UI.  Right now, I just want to take sections OUT.  

 

Having too much information just confuses the sales guys! 

IHurtadoVaque
Member
‎Oct 26, 2023 11:34 AM

Really needed! 

Girifox
Contributor
‎Nov 28, 2023 5:44 AM

I voted on the other one @BMeling mentioned too, it's got 105 upvotes at the moment.

 

JEpstein4
Member
‎Nov 28, 2023 1:36 PM

must have!

diogoreus
Member
‎Apr 18, 2024 1:40 PM

+1

SMuhammad
Member
‎May 8, 2024 5:54 PM

2 years later... let's make this simple feature happen already.