HubSpot Ideas

ESeligman

Different sets of deal properties on cards in board view

It would be great if we could have different properties shown on deal cards in the kanban view depending on the pipeline or maybe the team (similar to different record customization on the properties sidebar). Across our different teams and their respective pipelines, they have different types of sales and different needs for their view of deals at a glance, so this currently being a one-size-fits-all solution portal-wide routinely causes pushback. It being based on the pipeline would likely make the most sense for our case.

1 Reply
AnnieRECIPE
Contributor | Platinum Partner

Adding to this, what a business needs to see/surface at different stages of the pipeline changes: it would be excellent to set different properties surfaced on deal cards at different deal stages of the same pipeline.