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Is it too late to opt into the beta? I just added my contact information via the opt-in form that was released a while back. We just began using Hubspot this week and would greatly appreciate this added functionality. Thanks!
In particular, I would like to move deals up and down within the same deal stage column, so I can very quickly prioritise what to discuss with my manager. Maybe also easily color deals. Even cooler, if this deal sorting would then be somehow reflected in the deals dataset (e.g., 1st prority, 2nd priority etc.). You know, most people would say it is clear I sort by deal size but sometimes you don't know all the fields yet in detail. And sometimes the priorities shift quickly and I don't want to enter every one of my 600 deals individually and enter the priority data there manually only for it to show up in the right place in the dealboard.
Please let us add sub stage to the deal stage , or add a property to display on the deal cards besides the defaut . The default only allows deal name, and the closing date. woudl like to have ability to add 1 or 2 properties to display on it.
A bit of an update here. We now have a small private beta going for board card customization, which lets you change the properties displayed on the Kanban board view for both Deals and Tickets.
With the private beta, we identified a few improvement areas, which we are currently tackling. While making the improvements, we are also making it possible for users to customize properties that appear on association cards--see below.
We expect to have these improvement done by end of month, after which everyone who completed this form will be added to the beta.
We also want to make it clear that this beta is only for customizing the information that is display on cards, not color coding cards. Color coding is on the team's radar and we are planning to slot this work in the coming quarters.
Thanks for the patient as we work to make this feature awesome. We are looking forward to giving you all access soon.
In an ideal world, one can also add the owner(s) of the deal (e.g. like in Trello) - this would be so benefitial when reviewing deals with the sales team!
Yes, please. This should be implemented--the "cards" on the deal board don't show us much. "Close date" isn't applicable to my business at all. I wonder if this will be a beta release soon?
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