Building out the deal card

Who can use it. Owners, in Settings → Deals & pipeline → HubSpot. Everyone with access to a deal sees the result on the deal page.

Only appears while your deals live in HubSpot. This screen configures the "About this deal" card, and that card only exists for a HubSpot-CRM tenant. A business running Summit's native CRM manages deal fields from Deal Properties instead, and this panel (along with HubSpot Stage Mapping) doesn't appear in Settings at all.

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

1. Go to Settings → Deals & pipeline and open the HubSpot tab, which holds Deal Card Layout.
2. You start with one section, About this deal, holding the properties Summit has always shown. Rename it, or leave it.
3. + Add section for each group you want: *Lead*, *Scoping*, *Contract*, whatever your process calls them. Use ↑ / ↓ to order them.
4. 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.
5. 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.
6. Tick the stages a section belongs to. Tick nothing and the section shows on every deal: that's how the starting section works.
7. Tick Collapsed by default on any section that's worth keeping but not worth reading every time. See below.
8. 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.

Quietening a section without losing it

Some properties are good to have and tiring to look at, like the progress date for every stage a job has been through. Rather than delete them:

1. Put them in a section of their own (+ Add section, name it *Progress dates*, add the properties).
2. Tick Collapsed by default.

That section now arrives folded shut on every deal. Nothing is hidden or deleted. The heading is still there, and one click on it (or Enter, if you're on the keyboard) shows every property inside.

Summit remembers what you open. Open that section on one deal and it stays open on the next, until you close it again, and the other way round for a section you close. That's your own choice on your own computer: it doesn't change the layout, and it doesn't change what anyone else sees. Clearing your browser's site data resets it to whatever the layout says.

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