How to customise your opportunity card view.

How to customise your opportunity card view.

Opportunity Card Customization: Personalize Your Pipeline View


We’re thrilled to announce the new Opportunity Card Customization feature! With this update, you can personalize the fields displayed on opportunity cards in the pipeline view. Customize up to 7 fields, adjust counters, and choose between two layout options to optimize your workflow and streamline how you manage opportunities.


What’s New?

  • Field Customization
    Select up to 7 fields—both standard and custom—to display on your Opportunity Cards. Options include key details like Opportunity Name, Status, Value, and Contact Information, allowing you to tailor the card to show the most relevant information for your team.

  • Pipeline-Level Customization
    Customize cards at the pipeline level, with the flexibility to apply changes across all pipelines if you manage multiple ones within your location.

  • Customizable Quick Actions
    Add customized icons for quick access to Conversations, Tasks, Notes, Tags, Calls, and Appointments, helping you keep track of these key actions directly from the Opportunity Card.
  • Two Layout Options

    Choose between:
    - Default View: Displays field labels and values for easy readability.
    - Compact View: Shows only values with labels on hover, optimizing space by allowing up to two values per row.

  • Real-Time Preview
    A real-time preview shows you how your card will look as you make changes, letting you visualize your layout and make adjustments instantly.

How to Use Opportunity Card Customization

1. Open Opportunities and Access Customization

    Go to the Opportunities section, then click on Manage Fields to start customizing your cards.


2. Select Fields and Customize Counters

Choose up to 7 fields from standard, custom, or associated fields to display on the card. Personalize quick-action icons for Conversations, Tasks, Notes, Tags, Calls, and Appointments.


3. Choose Your Layout

Select either the Default View or Compact View, depending on your needs and preferences.


4. Save Your Changes

After finalizing your selections, save the customizations. You can also apply the same configuration across all pipelines if desired. By customizing your Opportunity Cards, you’ll have all essential information right at your fingertips, making your pipeline management more efficient and visually organized.


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