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.
I agree, this is really a must-have feature if you're working on multiple deals and need prioritization on a rather high level. Close date is not very useful in my business - we work a lot with tenders, and what I'd like to see in the board view is the tenders deadline for submitting a quote or perhaps last contact date.
I believe this request is also covered in the below thread so may be worth a shot to uplift and comment here.
We are new here would definitely benefit from this. Can anyone shed light on what sort of number of votes are needed before Hubspot takes these things seriously? This was raised well over 2 years ago...
Along with so many other users, I would Love to be able to edit what fields show up on the Deals Board Card view along with color coding. This would save so much time and aggravation. The close date is useless to how we run our business.
I agree. Arbitrary, projected close dates are not useful in our business. I would rather see at a glance: when the when the deal way created, or last contact date, or how many days since deal was first created.
When you have clients with monthly payment plans and annual payments it would be nice to be able to customize the board card to show which value the figure represents.
This is a great idea! Currently it is set to show close date. We use the board to review our RFP opportunities and it would be much more valuable for us to see RFP Due date than close date.
Adding weight to this idea. For example being able to include deal owner to the board would be great so when looking at the board as a whole you could could easily see which deals were related to which person on the sales team.
