GetAccept allows you to add a HubSpot App Card in the middle panel of your HubSpot Deal, Company, and/or Contact. This App Card provides you an overview of your last sent Deal Room with key performance indicators and quick actions.
Note: This App Card does not currently support providing details of sent contracts.
How to enable GetAccept Deal Room Overview App Card
When you log into HubSpot you will be able to add the GetAccept App Card to your desired HubSpot objects (Deal, Company, and/or contact).
In your HubSpot account, click the settings settings icon in the top navigation bar.
In the left sidebar menu, navigate to the desired object you would like to add the GetAccept App Card. E.g. Deal.
Select the Record Customization tab.
Click on the Default view, or desired view to add the App panel to.
Click on the plus sign if you want to create a new tab for the App Card and name it accordingly.
The App Card can be added to an existing tab by simply clicking on the desired tab.
Once in the tab, click on the "Add card" option.
Select Card Library.
Search for "GetAccept Hub".
Click Add Card.
Set the order of where the card should be displayed.
Click Save and exit.
