The Kanban board view is meant to give users and managers a birdseye view of the deals across all stages. It's frustrating not to be able to see the owner of the deal on the ticket. At our company, we'd rather see a picture of the Hubspot Owner than the company / contacts associated - but at least seeing the Hubspot Owner's name would be trememndously helpful.
Seeing icons of the company attached is redundant, dosnt make much sense. It would make more sense to be able to see the user on the card or even better would be to have user based swimlanes.
I agree! Even if it's just the HubSpot Owner's picture with initials, there needs to be something in the board view so you can easily identify which deals are whose without clicking in the deal or switching to table view.
I definitely agree, my team likes to use the Deals page as more of a customizable version of the project management tools within hubspot. We like the board view as it shows us a better visual representation of the projects we have outstanding (having the "totals" at the bottom is great!), but it would really help to have a visual on what percentage of the total projects are earmarked for which team members, rather than filtering to see only active projects per owner.
In general, the board view needs to be customizable. Right now, the cards load up a bunch of junky icons based on contacts who have been automatically associated with a deal. Also, cards should display the title first. Amounts are often secondary, especially in early deal stages.
I think we'd all rather load just the essentials based on the quality of our deal info. Things like:
Deal Name
Product
Deal Owner
Amount
[Custom Labels / Fields]
Most other tools do this. Hope you get to it soon.
I totally agree with all posts above... let us specify which additional fields beyond the default ones we would like to appear in the cards on the deal board. Everyone runs their company different and has different things which are important to them when looking at the birds eye view.
We would need a colour coding rating system for projects, for example red = small, amber = mid size projects, green = big projects or significant importance, blue = standard order.
Honeslty, the user (us) should be able to set what fields we want as columns in the Kanban view. This is a hygine factor as other tools provide this today.
An easier way for managers to check on their salespeople's deals by color coding or showing the initials of the deal owner like it does with the contact on the deals board.
