Wussten Sie, dass wir eine deutschsprachige Community haben?

Customized "Deal Cards" in Deals Dashboard

I'd like to be able to control which properties appear on the "card view" in the

 

Deals Dashboard. Default is...
- Deal Name
- Amount
- Close Date
- Attached Contacts

 

I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.

 

In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])

HubSpot updates
83 Kommentare
estherdewinter1
Berater

@winston 100% agree!

Katya
Mitwirkender

I really don't know why this isn't implemented yet!

Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

It would be great if we can edit the deal card. 

The reason being is, we have a property that indicates "order received date", and "delivery date". 

It would be easier if we can display custom contact property on the deal card. 

everest8878
Berater

Absolutely.  This would be huge for sales managers - we all depend and key on different variables for different stages.

 

I did just discover the "order by" functionality, so at the very least I can see the least recent activity at the top of the stage.

Kimberly
Sachkundiger

I am on board with wanting to customize deals, color code, etc.! Would love to have our VIP clients display in a different color. 

Rockow
Neues Mitglied

This would be a great option.  Currently can't see what Company the deal relates to if they dont have a logo.

 

Cheers!

basil
Profi

+1

GL
Mitwirkender

+10!!

avavich
Neues Mitglied

This would be excellent, yes please!

charlieb
Mitwirkender

Yes please! Otherwise I'll be forced to look elsewhere...