Edit deal cards

Editing what apears on a deal card.

E.G. Not seeing the "due date" but a "last moved" can assit understand fast when the deal card was last moved between segmnets of the pipline. 

 

HubSpot updates
2 Replies
Arne
Esteemed Contributor

Would be good to have that information for deal progress monitoring and workflows/tasks.

 

At the moment I am populating custom properties with each month“s state of a deal (weighted amount in company currency) in order to see if deals progress as planned or simply travel from one to the next w/o a stage change that increases the expected weighted amount.

 

Logically, this is not scalable thus only visualized in a report for deals >100.000€.

 

@EdenAllel ‘s request could potentially be the more elegant way achieving the same, especially in enterprise sales where sales cycles may be longer.

markusarvidsson
Occasional Contributor

Agree. It would be possible to add other properties than the one is visible today to show on the Deal card under Deals and contact/company. Company nane and Pipeline is susch properties that would be very useful to see.