2. Is the deal a rush/priority? Could possibly be indicated by color?
3. Users assigned to deal (so management can get a full picture)
I spoke with Hubspot about this today, and they said that it is a highly requested feature, but that they want to make sure not to overcrowd the board with information. I think this is valid.
Maybe certain items can show up in icons in the board view, so that the information is condensed? Just a thought. My team is very visual 🙂
"And while you're at it, giving the option to make a card RED to highlight it as "Hot" would be great. Other colour codes would work, too."
I need something similar. Would need a color code to 'Flag' certain deals within the stage itself. Although we have custom filters we need better UI to make certain deals flashy & intuitive for our team.
Count me in to wanting the ability to format and specify what shows on the card (Board view). In our case, the default view doesn't look all that great. I'd like to be able to add a hard return between 'Amount' and 'Deal Name.'
It would be great if we can have a choice of showing the icons of associated contacts/companies in each deal cards. As for now, the size of each cards will change depends on the content of the deals and it may affect the visibility of deal board view.
I think this is very critical to fix ! We sell shoes, so amount in '$' is less relevant to us.
We want to see a quick overview with how many pairs involved per deal, so I created custom property 'pairs' but can't put it in the overview. Close date is actually one of the least important things to me and most other users I guess...
I need to be able to modify what I see in the boxes in the board view. I especially need to have the deal owner appear as we do not know whos leads are whos without going in to each deal. this is not convienent.
It would be great if you could change the display properties of the deals on the deals board. More specifically, the ability to change the closed date to a different data value i.e. I would like mine to be location based.
Couldn't agree more that there is a need to be able to change the close date in the board view. What I would really love to see is a metric that tracks the number of days in that stage of the pipleline. IE
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