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Editing a deal property from the card

Who can use it. Staff, on any deal page. Owners choose *which* properties can be edited, in Settings → Integrations → Deal Card Layout.

What it's for

The About this deal card shows what HubSpot holds for a deal. Until now, fixing a typo in the scope of work or filling in a budget that came in over the phone meant leaving Summit, finding the deal in HubSpot, editing it there, and waiting for the next sync. This lets you do it where you're already standing.

How to use it

  1. An owner opens Settings → Integrations → Deal Card Layout and ticks

Editable next to each property the team should be able to change.

  1. On a deal page, those properties now show an Edit link next to the value.
  2. Click Edit, change the value, Save. The new value goes to HubSpot and the

card updates immediately.

Good to know

  • Nothing is editable by default. Every property stays read-only until an owner

ticks it. That's deliberate: HubSpot refuses changes to properties it calculates itself (a deal's created date, its last-modified date), and Summit can't always tell which those are — so the safe answer is to let you decide.

  • If HubSpot refuses the change, you'll see why. The value on the card doesn't

change, and the failure is recorded in the sync log alongside every other HubSpot write.

  • A property you've never used still shows up if it's marked editable, as a dash

with an Edit link — otherwise setting it for the first time would be the one change you couldn't make from here. A property your HubSpot portal doesn't actually have gets no Edit link; there'd be nothing to save it to.

  • File properties can't be edited here. They hold uploaded files, not text, so they

stay read-only however the layout is configured — use HubSpot for those.

  • The deal's pipeline can't be changed here. Moving a deal to a different pipeline

makes HubSpot pick a new stage for it, which Summit can't predict — so it gets no Editable tickbox and no Edit link. The deal's *stage* can be edited if an owner marks it so; the card re-draws for the new stage as soon as you save.

  • Amounts have to be numbers. Typing anything else into the deal amount is refused

before it reaches HubSpot, so nothing is half-saved.

  • You're editing HubSpot, not a copy. The change is written to the deal in HubSpot;

Summit's card is updated to match straight away so you're not left looking at the old value.

  • Free text, for now. Every editable property is a text box, whatever its type in

HubSpot. Dropdowns, date pickers and file uploads are a separate piece of work.

  • Stage-scoped sections still apply. A property is only editable on a deal whose

stage the section covers.

  • It can be switched off centrally. If your Summit is running with in-place editing

disabled, the card stays read-only and the Editable tickboxes don't appear in the layout settings at all — so nobody configures something that can't take effect. Any ticks made earlier are kept and take effect the moment it's switched back on.

Related

  • Building out the deal card