HubSpot Ideas

AndyPitre

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])

447 Comentarios
Blipster
Participante

Love this, just wish we could have more than 3 options. And have defaults for each different pipeline.

RJaradi
Miembro

It is an great Idea to choose individuel what is shown at the Deal-Cards.
Is that possible to achieve for the developers ?

annieg241
Colaborador

We need this

JGallardo13
Miembro

Muy buena propuesta. Deseando lo apliquen pronto! 

ShaunMarais
Miembro

Hello HubSpot support. We definitely need the customization we make on Deal Cards, that is then visible on desktop, to be be visible on mobile app. To be able to see at a glance on your mobile deal board the important info you have customized would be amazing. Our 1000+ users need this on their mobiles. Please advise if you are considering doing this?

NPW
Colaborador

Hello All,

If you are looking to customize the left sidebar fields per pipeline, please upvote the following thread:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Deal-View-Layout-by-Pipeline-or-Field-selection/idc-p...

 

Thank you!

LavíniaC
Participante

Possibilidade de restringir a criação de leads por equipes específicas.