HubSpot Ideas

Victorian

Customize right bar in deals

Side bar to the right edit the fields that I see with contacts / company etc.

 

I have custome contact field (primary contact yes/no) that I would like to have show up in the right side bar when staff is looking at a deal so they know who is the best person to contact. I can change the contact depending on stage of the deal from owner to PM or Engineering, etc.  

2 Kommentare
EliteEx
Teilnehmer/-in

Yes please we would really like the ability to add which Pipeline the deals are in

LuciaDeNile
HubSpot Employee

This feature is currently in private beta. We expect a public beta to be available sometime later in June 2022.