Building out the deal card
Who can use it. Owners, in Settings → Integrations. Everyone with access to a deal sees the result on the deal page.
What it's for
Every deal page opens on an About this deal card. Until now that card was a fixed list of thirteen properties in a fixed order — the same thirteen for every builder, whatever you actually track in HubSpot.
HubSpot lets you group a deal's properties into sections, order them, and show a section only while the deal is at a particular stage. This screen gives you the same control over Summit's card: your sections, your properties, your order.
How to use it
- Go to Settings → Integrations and scroll to Deal Card Layout.
- You start with one section, About this deal, holding the properties Summit has
always shown. Rename it, or leave it.
- + Add section for each group you want — *Lead*, *Scoping*, *Contract*, whatever
your process calls them. Use ↑ / ↓ to order them.
- In a section, pick a property from + Add a property… — the list is every deal
property Summit has seen on your own deals, named as HubSpot names it. Order them with ↑ / ↓, drop one with Remove.
- Rename a property by typing over its name — the box next to each property is the
heading the deal page shows, so deposit_amount can read *Deposit received*. Clear the box and HubSpot's own name comes back.
- Tick the stages a section belongs to. **Tick nothing and the section shows on every
deal** — that's how the starting section works.
- Save card layout. The next deal page you open uses it.
On the deal page each section is collapsible, so a long card folds down to the group you're working in.
How values are shown
Summit reads each property's *type* from your HubSpot portal and shows the value the way HubSpot does:
- Dropdowns and checkboxes show the option's name, not the internal code behind it —
*Kitchen renovation*, not kitchen_reno. Tick several and they're listed together.
- Yes/no properties read *Yes* and *No*.
- Dates show as a date, on the day HubSpot has them, wherever your team is.
- Money properties — the ones HubSpot marks with a currency symbol — are formatted in
your business's currency.
- File uploads show as *File 1*, *File 2*, each a link that opens the file in HubSpot.
A property Summit hasn't yet seen the type for keeps its previous, plainer formatting; the type arrives the next time that deal syncs.
Good to know
- The property list comes from your own deals. If a property isn't there yet, it's
because no synced deal has carried it — it appears once one does.
- Empty properties are hidden. A property with no value on that deal is left out, so
the card doesn't fill with blanks. Tick Show properties that have no value yet to see them as a dash instead — useful while you're setting a section up and wondering where a property went.
- Nothing is deleted. Removing a property from the card doesn't change anything in
HubSpot; the card is a view.
- The card is read-only unless you say otherwise. Tick Editable next to a
property to let your team correct it from the deal page — see Editing a deal property from the card.
- Delete every section and you get no card, which is a legitimate choice if the
properties aren't useful to your team. The same goes for a deal at a stage none of your sections cover — no empty placeholder, just no card.
- A property belongs to one section at a time. It's offered only where it isn't
already shown, so the same row can't appear twice on a card. Two sections scoped to stages a deal can't be in at once are free to use the same property.
- Renaming a property is safe. The heading changes; the property Summit matches on
the deal doesn't, even if your HubSpot portal stores it under a name of its own.
- It's per business. Your layout never affects another organisation's deals.
- One editor at a time wins. If someone else saved a change while you had the screen
open, your save is refused rather than quietly wiping theirs — reload, then re-apply your edit.
Related
- Editing a deal property from the card
- Matching your HubSpot pipeline to Summit's project statuses