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]

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!

[AndyPitre]

Hey community, here's a link to KB article detailing how to customize board card properties: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

[AndyPitre]

Hey Hubspot community, 

Customizing board card properties AND associated card properties are now live to all portals at starter and above. 

You can follow the progress on color coding functionality for board cards here. 

[AndyPitre]

Hey Hubspot community,

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.

[AndyPitre]

Hey Community. 

Thanks for the continued feedback. 

A bit of an update here. We now have a small private beta going for board card customization, which lets you change the properties displayed on the Kanban board view for both Deals and Tickets. 

With the private beta, we identified a few improvement areas, which we are currently tackling. While making the improvements, we are also making it possible for users to customize properties that appear on association cards--see below. 

We expect to have these improvement done by end of month, after which everyone who completed this form will be added to the beta. 

We also want to make it clear that this beta is only for customizing the information that is display on cards, not color coding cards. Color coding is on the team's radar and we are planning to slot this work in the coming quarters. 

Thanks for the patient as we work to make this feature awesome. We are looking forward to giving you all access soon. 

[AndyPitre]

Hello HubSpot community,

Excited news. Board Card Property customization is in private beta. We are giving early access to portals, at the appropriate tier, who filled out this form. If you provided contact information in the form, you will recieve an email once your portal has been granted access to the feature. This will happen in the next few days, so please be patient. 

Again, thanks for the continued feedback, HubSpot community.

[AndyPitre]

Hello HubSpot Community 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form. 

[AndyPitre]

Hello HubSpot Community 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form. 

[AndyPitre]

Hello, HubSpot community,

Thank you for your continued input on this idea--and your patience.

We are happy to say that the idea is in development. We are working on making it possible for admins to customize board card properties for all users in a portal in properties settings--both for Tickets and Deals. The selected properties will serve as the default displayed properties on all board cards in the portal.

Again, thank you all for your input here and for your help in making HubSpot a better product.

[AndyPitre]

Hello, HubSpot community,

Thank you for your continued input on this idea--and your patience.

We are happy to say that the idea is in development. We are working on making it possible for admins to customize board card properties for all users in a portal in properties settings--both for Tickets and Deals. The selected properties will serve as the default displayed properties on all board cards in the portal.

Again, thank you all for your input here and for your help in making HubSpot a better product.

[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! 

[MG_Sara]

Can we have indivudal users enroll in the Beta Group or does it have to be all users associated with our company? Thanks!

[Jaimem]

+10

[Sellinwood8]

Is it too late to opt into the beta? I just added my contact information via the opt-in form that was released a while back. We just began using Hubspot this week and would greatly appreciate this added functionality. Thanks!

[FabioP]

This would help mucho more in the organisation of deals and to get a customised view.

[jlat-newton]

+100!!

Would love to access the beta too, is it possible?

[ClaudioSwiss]

In particular, I would like to move deals up and down within the same deal stage column, so I can very quickly prioritise what to discuss with my manager. Maybe also easily color deals. Even cooler, if this deal sorting would then be somehow reflected in the deals dataset (e.g., 1st prority, 2nd priority etc.). You know, most people would say it is clear I sort by deal size but sometimes you don't know all the fields yet in detail. And sometimes the priorities shift quickly and I don't want to enter every one of my 600 deals individually and enter the priority data there manually only for it to show up in the right place in the dealboard.

Many thanks!

[TXU]

Please let us add sub stage to the deal stage , or add a property to display on the deal cards besides the defaut .    The default only allows deal name, and the closing date.   woudl like to have ability to add 1 or 2 properties to display on it.  

[mikedupuy]

Is something like this in the works for the board view of Tickets as well?

If so, is there a way to be part of the beta?

[ybaptiste]

Hey Community. 

Thanks for the continued feedback. 

A bit of an update here. We now have a small private beta going for board card customization, which lets you change the properties displayed on the Kanban board view for both Deals and Tickets. 

With the private beta, we identified a few improvement areas, which we are currently tackling. While making the improvements, we are also making it possible for users to customize properties that appear on association cards--see below. 

We expect to have these improvement done by end of month, after which everyone who completed this form will be added to the beta. 

We also want to make it clear that this beta is only for customizing the information that is display on cards, not color coding cards. Color coding is on the team's radar and we are planning to slot this work in the coming quarters. 

Thanks for the patient as we work to make this feature awesome. We are looking forward to giving you all access soon. 

[Kierstin]

@ybaptiste THANK YOU! You seriously rock for keeping us updated and answering so many questions. Thanks again! 

[Kelly18]

Thank you for the updates! still looking to customize by pipeline would be a game changer!

[MSuckling]

Thanks for update - look forward to getting this 

[cr62892]

Thank you @ybaptiste for this update.   I have completed the form and look forward to seeing the private beta

[giuliocast]

i have completed the form too and looking forward to test the beta!

[Sujay]

This is great, I am glad they have launched a beta for this - as it's something I have been looking to sort for ages!

[abarza]

Awesome, we really need this feature

[FredrikaG]

Dito! I would like to be able to view Country and associated deal contact! 

Thanks. 

[DS2021]

Please also include setting for the inactive deal card. If future activities are planned on a deal (like meetings), deal card should not be blue.

[TomGo]

In an ideal world, one can also add the owner(s) of the deal (e.g. like in Trello) - this would be so benefitial when reviewing deals with the sales team!

[SEagar]

Yes, please.  This should be implemented--the "cards" on the deal board don't show us much.  "Close date" isn't applicable to my business at all.  I wonder if this will be a beta release soon?