Lesson 10: Important Deal Properties in HubSpot

Using deal properties, deal records, and customising views

Accessing Deal Properties:

• Navigate to Sales and Deals in HubSpot
• Switch to List View to manage properties easily.

Customising List View:

• Click Edit Columns to add or rearrange properties

• Essential properties include deal name, pipeline, deal stage, amount, deal owner, and associated contacts

Viewing Deal Records:

• Deal properties are visible within each deal record
• Customise properties in the About this deal section under Settings > Record Customisation

Switching to Board View:

• Ensure key properties are displayed on deal cards in the Board View
• Adjust deal cards by customising them in Settings > Pipelines > Customise deal cards

Finalising Customisation:

• Verify changes by refreshing the page
• Confirm visibility of essential properties like deal owner and amount on deal cards