Quick tipHow toSales Hub

Choose what shows on deal board cards

Board cards should show what reps decide on: amount, close date, next step.

Subscription
All tiers; approvals section needs Sales Hub Enterprise
Permissions
Settings access for account-wide cards
Time
3 min · Beginner
Last verified

Short answer

HubSpot's KB: board cards can hold up to 15 display items in total, such as properties, associations and other sections. Board settings and card contents can be set account-wide or personally. An approvals section on cards needs Sales Hub Enterprise.

1. The board

Deal board in my demo portal, with card tags and stage totals.

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

2. What to show

  • Amount and close date.
  • Next step or last activity.
  • A tag for stale or overdue deals.

3. Related

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.

Book a call with Sam