Currently the deal preview is a great feature to expose some properties on deals quickly and smoothly from the deal list or deal board which is great during pipeline reviews.
The preview could be even better if it matched the deal record view. Today the preview only shows the default "about this deal" section of the record view. As we have made use of the custom record views in HubSpot, many of our key properties are not contained in the "about this deal" section and so are excluded from the preview, reducing its utility.
It would be great if the preview matched the custom record views for teams. It would be even better if admins could select which custom record view sections (or even individual properties!) are shown in the deal preview.
We really need this functionality as well for not just deals but contacts and ticket records.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.