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!
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.
Hello, do we have an update regarding Customized "Deal Cards" in Deals Dashboard? I'm having challenges, we created a property and we wanted it substitute to one of the customized field in the deal card but I cannot find any way to do it. Is there a possibility to change it?
Hey @EGirardet - as said above, I'm developing a Hubspot CRM app that helps me adjust a lot of preferences for the deal view. I would love to talk directly to more of you that have this problem - to see what to actually build first. Feel free to contact me on jmarovt@gmail.com
I'm working on a Hubspot CRM app that will solve some of this pain (we also experienced this in our company). Below you can see a quick image preview. It currently enables me to:
change the colors of deals based various properties,
change properties that are displayed on cards, and
@Nicositter Hubspot has an integration platform (https://www.hubspot.com/integrations) - so my application would be one of these. But from user perspective, it would be practically invisible and just enhance the Hubspot CRM functionality. Feel free to reach out to me (jmarovt@gmail.com) if you're interested in knowing more.
This functionality is a must - the close date for us is irrelevant with the way that we use the pipeline stages.
Our team really would like to see the 'next task date' or 'in sequence' in place of the 'close date' so that an overview can be seen in board view including being able to double check that the deal hasnt slipped through the cracks.
This is vital for us too. The close date that is displayed in 'board view' is meaningless unless we edit it (automatically generated) and taking up valuable space!
Since posting this it has seen a lot of upvotes (Thanks!) and support.
Since one of the most commented-on frustration is the inability to edit the close date, I thought I would share my work-around:
Since the last update, you can require fields to be updated when moving a deal from stage to stage (pipeline settings). I now require the Close Date field to be updated in order to move a deal to a new stage.
Even though it's not the original goal of the request (allow us to update which fields are shown on the Deal summary card in Board view, at least stages and deals are sorted by the (previously useless) Close Date, which informs my Deal Forecast report.
Easy solution (seen on a couple of other CRM pipelines) is to display on the board cards the first 4 columns defined in the Table view (which is customizable).
