Customize Your HubSpot Deal Pipeline: Tailoring 'About This Deal' Cards

HubSpot's deal pipelines are essential for managing your sales process, but sometimes the default 'About This Deal' section doesn't quite cut it. What if you need different information displayed for different pipelines? One HubSpot Community member ran into this exact issue, seeking a way to customize the 'About This Deal' card for each pipeline they had set up.

The Challenge: Different Pipelines, Different Data

The original poster highlighted a common problem: wanting to display different properties in the 'About This Deal' preview based on the specific pipeline being used. Imagine you have one pipeline for new customer acquisition and another for upselling existing customers. The key information you need to see at a glance for each will likely be different.

The Solution: Custom Cards to the Rescue

Unfortunately, as one respondent pointed out, HubSpot doesn't natively support configuring the 'About This Deal' card to show different fields per pipeline. However, there's a workaround that's even more powerful: using custom cards.

Here's the recommended approach:

1. Keep the 'About This Deal' card minimal: Include only the properties that are relevant across all your pipelines. Think of it as the universally important information.
2. Create custom cards for pipeline-specific data: This is where you tailor the experience. Create additional cards that display the properties unique to each pipeline.
3. Conditional Display: Configure these custom cards to appear only when the relevant pipeline is selected. This ensures users see only the information they need, keeping things clean and efficient.

How to Add a Custom Card

Adding a custom card isn't immediately obvious in the HubSpot interface. As one community member discovered, the trick is to hover your mouse below the 'About This Deal' card. A black horizontal line will appear, indicating the spot where you can add a new card. It's a small detail, but a crucial one!

Step-by-Step Instructions for Creating Custom Cards

1. Navigate to Settings (the gear icon in the top right corner).
2. In the left sidebar, go to Object > Deals.
3. Click on the Record customization tab.
4. Hover below the "About this deal" card until the black line appears and click.
5. Choose Create custom card.
6. Give your card a name and select the properties you want to display.
7. Use the Targeting options to set the card to appear only for specific pipelines.
8. Save your changes.

By using custom cards and conditional display, you can create a highly tailored experience for your sales team, ensuring they have the right information at their fingertips for every deal.

ESHOPMAN Team Comment

This HubSpot Community discussion highlights a common need for customization within the platform. While the 'About This Deal' limitation is a bit frustrating, the custom card workaround is a smart solution. We at ESHOPMAN believe that leveraging custom cards is a great way to keep your HubSpot data organized and relevant, especially if you're running an e-commerce business with diverse product lines or customer segments. This approach ensures your team focuses on the right details for each deal, improving efficiency and potentially boosting sales. You might even find that the best website builder for ecommerce store is the one that integrates seamlessly with your CRM.

By implementing this strategy, you can ensure your team has the most relevant information available for each deal, leading to more informed decisions and, ultimately, more closed deals.