Is there a way in HubSpot to create a property that displays itself as:
Green
Yellow
Red
^ with corresponding background colors
Next to each deal, I’d like to be able to designate if the status of the deal: green, yellow, red. Perhaps this can be done with a rich text field?
To provide some context regarding my objective: as a project manager / sales leader of a large group of individual sales contributors with a large pipeline (100s of deals) it becomes increasingly difficult to identify visually what deals require immediate action. I have yet to find strong options in hubspot to create visual cues to give attention to specific deals -- this is a gaping flaw imo that other less sophisticated crm’s such as monday.com do well.
Is there a way using developer code to customize the background color of a property? This would be an easy fix. Open to ideas.
@JAliber This is a very commonly asked question and is not currently available in the account. BUT, you could use something like emojis in the properties .
I’m not sure if you’re using tasks currently, but those can be used to help identify high-priority action items and show the sales team what they need to work on. I would also recommend some pipeline automation to create tasks or send internal notifications if a deal has been stuck in a stage for too long, close date has passed, associated contact takes a specific action, etc. I know this isn’t specific to dashboard visuals, but it could help set priorities and expectations.
Good news, HubSpot is introducing colors in properties! This is a currently private beta. You can check if you have access under Settings > Product updates > All product updates. (If not, you’ll have be patient for a bit longer.)
CRM
Apply colors to property options
February 12, 2025
What is it?
You can now apply colors to property options, enabling a more visually-driven, delightful experience in the CRM.
Property option colors make skimming an index page table or record page to get actionable insights easy and fast. For example, you can:
Apply red, yellow, or green dots to a custom ‘status’ property, so that users can immediately focus on blockers when viewing an index page table
Color-code a default ‘type’ property such as lead type or deal type, so that you can quickly glance at a record and understand what category it falls into
How does it work?
Settings > Properties > Edit Property > Field Type > Option display mode