Quick tipHow toSmart CRMSales Hub

Customize the board view for pipelines

Card appearance needs Professional+.

Subscription
All tiers; card customization Professional+
Permissions
View access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: customize board settings and card contents at an account-wide or personal level. Click the view configuration icon, then Board settings. Customizing card appearance needs a Professional or Enterprise subscription.

1. In HubSpot

The relevant screen in my demo portal.

Deals board with stage columns, cards and stage totals
Card tags and activity icons (1) and stage totals (2).

2. Worth knowing

Keep cards short so the board stays scannable.

3. Related

Deal board cards and managing deals in board view.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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