Configurable Deal Cards??

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited September 2023 #62
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    Hi Abigail

    Seen a lot of these suggestions, I really hope this is something that will be worked on soon.

  • Theo Schroen
    Theo Schroen Member Posts: 2
    First Comment First Anniversary
    edited September 2023 #63
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    Also here, would be awesome!!

  • Laurent Gaulhiac
    Laurent Gaulhiac Member Posts: 28
    5 Likes First Comment
    edited September 2023 #64
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    Definitely needed.

    I am a freelancer working for webagencies that have regular clients. For each deal I have a custom field "website" so I know for which one of their client the mission is (all my deals are "for" the agency, as I bill them, not their clients).

    I already have filters for every clients but it will be super useful to be able to see directly the custom fields on the cards in the pipeline view.

    I see some customization is comming for the "Project" feature where we can choose which field to display on each card. It will be great to have the same thing for Deals cards too.

  • Ronnie Schele
    Ronnie Schele Member Posts: 1
    First Comment
    edited September 2023 #65
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    I would also be happy to have the possibility to customize the info on the deal card as well as to give them a background colour.

  • Brad Lynch
    Brad Lynch Member Posts: 18
    First Comment
    edited July 2022 #66
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    Collin Sloan said:

    This configuration on the cards would also be great on the forecasting view which is arranged by date. Even though it is arranged by date, you can't actually see the date you have organized it by. (the deal due date is in the week October 19-25 but I can't see what specific day unless I click into the deal) 

    Any update on this feature from 2 years ago??

  • Michael Fisk
    Michael Fisk Member Posts: 1
    First Comment
    edited September 2023 #67
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    100% this is so needed. When we're working on deals, we are mostly working with peoples names, not deal name. So being able to add the customers name to the deal card would be so helpful! Kind of blown away this doesn't exist.

  • Jake Kushner
    Jake Kushner Member Posts: 9
    First Comment
    #68
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    +1 to wanting this. Is there any way to vote on features in this new Community?

  • Enrique Villalobos
    Enrique Villalobos Member Posts: 1
    First Comment
    #69
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    Any updates on this? Hubspot has this in the free plan. It is very useful for card view to customize the info we want to see in a glance.

  • Brad Cohen
    Brad Cohen Member Posts: 21
    5 Up Votes First Comment Photogenic First Anniversary
    edited June 2023 #70
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    I would really like to be able to add some info to the deal cards in the pipeline. Owner and some other custom fields we have. This would help navigate the screen quicker when looking from a high level.


    Screenshot 2022-11-07 at 4.47.03 PM.png


  • myoung
    myoung Member Posts: 1
    First Comment
    edited September 2023 #71
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    We also would really like to see this.

    Any updates on a timeline?

  • Ryan818
    Ryan818 Member Posts: 1
    First Comment
    edited September 2023 #72
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    This would be incredibly powerful! At the very least seeing Next Activity and Expected Closed Date on the card would give immediate context to where the deals at.

  • Harvey G
    Harvey G Member Posts: 1
    First Comment
    edited September 2023 #73
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    Love to see this. Not sure why its so hard? Even if it is limited to x amount of data. Color coding would be awesome as well.

  • Alex Rackwitz
    Alex Rackwitz Member Posts: 4
    Name Dropper First Comment Photogenic
    edited September 2023 #74
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    We need this too....want to see deal probabilities on the cards.

    Disappointing how many idea requests, with lots of customer backing, just lay dormant in these forums for years. This is the 3rd time we really needed a feature and I see we've been waiting for 3-4 years and no news.

    @Mike van der Valk

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited September 2023 #75
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    This is coming soon among many other features.

  • yefpie
    yefpie Member Posts: 2
    Photogenic First Comment
    edited September 2023 #76
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    Any news on this? Would be awesome if the pipeline cards can be customized

  • Janika Ahrenberg
    Janika Ahrenberg Member Posts: 1
    First Comment First Anniversary
    edited September 2023 #77
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    Fully agree with all comments above. Please add possibility to include basic fields and custom fields to deal cards.

  • Nils Norfors
    Nils Norfors Member Posts: 1
    First Comment Photogenic
    edited September 2023 #78
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    Bumping this one, expected close date on deal card would be amazing. For renewals and all kinds of known deals that should happen in the future it's really important

  • Charlie Lehmann
    Charlie Lehmann Member Posts: 15
    5 Likes First Comment Photogenic Name Dropper
    edited September 2023 #79
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    +1 - looking to resurrect this discussion. I am on a trail and this would be a game changes (like others have said).

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,078 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    #80
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    Hi everyone, this feature is out now! You can find the announcement here.

This discussion has been closed.

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