Im new to Hubspot and we are evaluating the product for upgrade and support potential and after setting this up, my summary Deal page for each opportunity lost all of its content (below the line on the left).
I have found the fields that were listed there and they are still attached to the record when you drill 'deep down" but are no longer visible to the front summary window as above.
Any thoughts as to restoring these fields which are mainly dropboxes? (about 3 or 4 seperate questions with several possible anwsers) I think.
To restore the fields in the Deal page summary in HubSpot, you need to customize the record view to include the missing properties (likely dropdown fields) that disappeared from the summary section. Here's how to restore them:
Go to Settings (gear icon) > Properties > Click on "Deal" under the Objects section
Select "Card view" tab
Ensure your desired fields are checked/enabled here
✅ If my reply answered your question, please mark it as a solution to make it easier for others to find.
Hey @RTayler someone within the portal must have deleted the card displayed with the properties. You can recreate this through your portal's settings for customising layouts to add any properties you wish to see in here back!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Hey @RTayler someone within the portal must have deleted the card displayed with the properties. You can recreate this through your portal's settings for customising layouts to add any properties you wish to see in here back!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
To restore the fields in the Deal page summary in HubSpot, you need to customize the record view to include the missing properties (likely dropdown fields) that disappeared from the summary section. Here's how to restore them:
Go to Settings (gear icon) > Properties > Click on "Deal" under the Objects section
Select "Card view" tab
Ensure your desired fields are checked/enabled here
✅ If my reply answered your question, please mark it as a solution to make it easier for others to find.