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Use Dealcode Cards in HubSpot
Use Dealcode Cards in HubSpot

If you use HubSpot as your CRM system and have Dealcode connected to it, Dealcode Cards are now automatically available for you.

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Written by Dealcode Support
Updated over a week ago

What are Dealcode Cards?

A Dealcode Card is an information card you can find for every deal in your CRM system. It shows you three important numbers, which are determined by Dealcode. The card provides you with the winning probability, the risk level and the recommended next action. You also have the option to click on "Open Dealcode Battle Card" to go directly to the deal detail view in Dealcode.

Find the Dealcode Card in HubSpot and position it correctly.

The Dealcode Card has already been automatically added for each deal in your HubSpot account. However, by default, other cards, such as Contacts and Companies, are displayed at the top of the list. Your Dealcode Card is initially at the bottom. To keep the Dealcode information in view at all times, you should move the card to the top position. To do this, scroll all the way down to the Dealcode Card and move your mouse to the double row of squares in the upper left area of the card. Now hold down the left mouse button and drag the card upwards. HubSpot automatically saves the order of your cards and shows you the Dealcode card in the first place for each deal.

Position Dealcode Card for all users as HubSpot Admin

As an administrator of your HubSpot account, you have the option to set the default positioning of the cards for all users. To do so, follow these steps:

  • Open the settings by clicking on the settings icon (gear) in the main menu on the top right.

  • Expand the item "Objects" in the left sidebar and then click on "Deals".

  • In the upper area you will find four tabs. Click here on "Record customization".

  • Now click on "Customize the right sidebar".

  • You can click on "Edit default right sidebar" in the opened area. After that, you will see the current default sorting.

    • The Dealcode card is located at the very bottom.

    • Move the card by going to the double row of squares, holding down the left mouse button and dragging the card upwards.

  • Click "Save" when you're done sorting.

You can find HubSpot's instructions including a short video here.

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