In today's fast-paced sales environment, having quick access to the right information can make the difference between closing a deal and losing a prospect. The HubSpot deal index page serves as your sales command center, but many businesses fail to harness its full potential.
If you're a sales manager or HubSpot administrator looking to optimize your team's workflow, this comprehensive guide will show you exactly how to configure your deal index page to match your unique business requirements.
The deal index page has evolved significantly from its original table view format. HubSpot now offers multiple viewing options that cater to different business needs and preferences. Let's explore each view type and when to use them effectively.
The board view has become increasingly popular among businesses, and for good reason. It provides a bird's-eye view of all deals across their respective stages, making it ideal for:
One of the most underutilized features in HubSpot is the ability to customize how deals are organized in the board view. Here's how to unlock this powerful functionality:
Navigate to your deals page and select the board view option. Look for the configuration settings, typically found in the upper right corner of your screen.
By default, deals are organized by pipeline stages. However, you can reorganize them based on various criteria:
For businesses with multi-location operations or territory-based sales teams, organizing deals by geographic location can be transformative. Here's how:
The information displayed on each deal card can significantly impact your team's productivity. HubSpot allows you to customize these cards to show the most relevant information for your business.
Follow these steps to customize your deal cards:
1. Access Card Setup
2. Choose Your Audience
3. Select Display Properties
4. Configure Quick Actions
When choosing which properties to display, consider:
For [INTERNAL LINK: marketing operations professionals] working with HubSpot, the deal index page offers sophisticated customization options that can streamline workflows and improve data visibility.
Different departments often need different information. Consider creating specialized views for:
Solution: Implement required fields and data validation rules to ensure complete information
Solution: Limit displayed properties to 3-4 most critical fields
Solution: Provide training and create standardized view templates
The deal index page configuration should align with your broader marketing operations strategy. Consider how your setup impacts:
A: Yes, HubSpot allows you to create personalized views for individual users or teams. Super admins can set up default views for everyone, while individual users can create their own custom views.
A: You can display up to four properties on each deal card in the board view, plus configure up to four quick action buttons for efficient task management.
A: Absolutely! HubSpot allows you to organize deals by any property in your system, including custom properties you've created for your specific business needs.
A: Basic customization can be done by any user for their personal view. However, to make changes that affect all users, you need super admin permissions in HubSpot.
A: Yes, you can create and save multiple views with different configurations, allowing you to quickly switch between different perspectives of your deal data.
Properly configuring your HubSpot deal index page is more than just a nice-to-have—it's a critical component of efficient sales operations. By customizing views, organizing deals strategically, and displaying the right information at the right time, you can significantly improve your team's productivity and close rates.
Don't let your HubSpot investment go underutilized. Our team of certified HubSpot experts specializes in configuring and optimizing HubSpot instances for maximum ROI. We help businesses across the United States—from startups in Silicon Valley to established enterprises in New York—transform their sales operations through strategic HubSpot configuration.
Contact us today for a free consultation and discover how custom HubSpot configuration can revolutionize your sales process. Let our marketing operations experts help you build a deal management system that drives results.
Need immediate assistance with your HubSpot configuration? Our team is standing by to help you optimize your deal index page and unlock the full potential of your HubSpot investment. Schedule your consultation today and join hundreds of businesses that have transformed their sales operations with our expert guidance.