Sales Hub Tools

RTayler
Member

Deal page summary (configurable)

SOLVE

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).

RTayler_0-1749536662093.png

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.

0 Upvotes
2 Accepted solutions
ArisudanTiwari
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Deal page summary (configurable)

SOLVE

Hello @RTayler ,

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

    ArisudanTiwari_0-1749551924507.png

     

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

View solution in original post

TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Deal page summary (configurable)

SOLVE

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

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


View solution in original post

0 Upvotes
3 Replies 3
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Deal page summary (configurable)

SOLVE

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

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


0 Upvotes
ArisudanTiwari
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Deal page summary (configurable)

SOLVE

Hello @RTayler ,

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

    ArisudanTiwari_0-1749551924507.png

     

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

deepikaverma
Guide | Partner
Guide | Partner

Deal page summary (configurable)

SOLVE

@ArisudanTiwari Thanks! Its helpful!