Customized "Deal Cards" in Deals Dashboard

[AndyPitre]

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])

[AndyPitre]

Hi @Josh_Berman_8, it sounds like you're asking about the record page. You're right--at this time, you cannot customize the properties that appear in the upper left corner of the record page. There may be another idea post on this that you can upvote. If not, you're welcome to create a new post with this idea! 

[AndyPitre]

Hi @Josh_Berman_8, that's correct. Here's a Knowledge Base article with more info!  

[AndyPitre]

Hello HubSpot community, 

Thank you for your continued input on this idea! We're looking to learn more from you to ensure we deliver the best solution to meet the needs of your business. Could you please take this short survey? 

As for the status of this idea, this is something we're talking about a lot these days at HubSpot. So, with some good feedback here I'm optimistic we'll be able to start building a solution here shortly. 

Thank you in advance! 

[Blipster]

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

[RJaradi]

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

[annieg241]

We need this

[JGallardo13]

Muy buena propuesta. Deseando lo apliquen pronto! 

[ShaunMarais]

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]

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]

Possibilidade de restringir a criação de leads por equipes específicas.

[VSureshKumar]

Hello HubSpot community members!

My name is Vaishnavi and I'm a Product Designer at HubSpot. Nice to meet you😄.

Thank you for your feedback. We’re in the process of redesigning the CRM board view. To help understand your board view needs, could you please take this short survey? 

Thank you!

[Josh_Berman_8]

I see that this is delivered. Does that mean that we can now customize what attributes we want to see in the Deal Card when in Deals?

[JeannieN]

Hi @Josh_Berman_8, that's correct. Here's a Knowledge Base article with more info!  

[Josh_Berman_8]

@JeannieN My question was more in regards to the properties that appear in the Deal Object...not being customizeable.

For example, when you are in the deal object, in upper left hand corner:

Deal Name:

Amount:

Close Date:

Stage:

Pipeline:

These properties are default to HubSpot and cannot be edited. Or can they be edited and I jsut can't figure out how?

[JeannieN]

Hi @Josh_Berman_8, it sounds like you're asking about the record page. You're right--at this time, you cannot customize the properties that appear in the upper left corner of the record page. There may be another idea post on this that you can upvote. If not, you're welcome to create a new post with this idea!