Thanks for all your patience. After a successful beta, we started rolling this feature out to all users at starter + yesterday. In the next week or so, all users at starter + will have access to CRM Card Customization, which will let you customize the properties displayed on board cards and record association cards.
Hi team, I think the customisable deal board view is a huge win for customers! Have one piece of feedback that could make the board view even more user-friendly:
Use case: user wants to create tasks to follow up on inactive deals (in dark gray) on the deals board view.
At the moment, he needs to switch back to the deals list view > check those tasks > create tasks for them, as there isn't a checkbox option or a way to create tasks for select deals in the board view.
I would love to have the ability just for a basic note. Maybe a limited character amount but just the ability for a custom information field rather than the set drop down values. Thanks!
Hi team, excited for more customisation to come with this beta! Wanted to pass on feedback on behalf of a customer. It would be even more valuable to edit the properties showing on the deal board view according to the deal pipeline. Reason being that different teams working out of various pipelines might have different important properties they want to see at a glance.
Great to hear, @rwong - our team was recently having a discussion about how pipeline-specific customizability would be tremendously helpful, as different teams manage different pipelines (some have very little to do with the others) and care about different properties.
I'm so glad we can customize the properties displayed! Thank you! However, it's not realistic to assume that different teams working on different deal boards want the same properties to be displayed. Can this feature be available per pipeline? Then each board will show the key properties that are important to that team and the success of that pipeline.
This is a great idea. And it’s also not realistic to show only two properties per card.
These items continue regarding the customization of the cards……It took YEARS to get this set up, but can we get some kind of feedback about addressing the very obvious needs of doing the additional tweaking of HubSpot for this very helpful feature??
Yes, I would also like to turn on this feature for my team
Thanks
[https://desacc.com/email/DesAcc_logo_rgb_stacked_with%20line_delft%20blue.png] [LinkedIn] [Twitter] [Facebook] [cid:image004.jpg@01D75E09.06C61380] Steve Collins MCIM Marketing Manager 21 Old Bond Street Bath BA1 1BP Company No. 06930015 W: DesAcc.com O: +44 (0)1566 701 203 This message is sent on behalf of DesAcc and may contain confidential information which may be privileged. If you are not the intended recipient, please inform the sender that you have received the message in error before deleting the email without making any copies or disclosing or distributing the contents to any other person. To do so is strictly prohibited and may be unlawful. Email transmission cannot be guaranteed to be secure or error or virus free. You should carry out your own virus check before opening any attachment.
Thank you for this community. I too would really like colour coding to highllight priorities. I am confused as to what happens at the end of the deal that is closed or completed. I have to file it somewhere or my deal board is going to finish very quickly. Value your comments.
I would add that it would be nice to have the ability to mark all properties, including HubSpot created, as required. For example, company and contact should have the ability to be required.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.
