Improving the visibility and organisation of opportunity cards in your pipeline view can make a real difference to your workflow. Customising fields, counters, and layouts lets you tailor opportunity cards to suit your business. This guide covers the options for personalising up to seven displayed fields, adjusting quick action icons, and picking the right card layout for a more efficient workflow.

Customisation Options

  • Field Customisation: Select up to seven fields, including standard or custom options like Opportunity Name, Status, Value, and Contact Information. This flexibility ensures you display only the most relevant details for quick reference.
  • Customisable Quick Actions: Tailor the icons at the bottom of each card to display quick-access items such as Conversations, Tasks, Notes, Calls, Tags, and Appointments. This feature allows you to prioritise the actions most relevant to each opportunity.

How to Customise Opportunity Cards

Access Customisation Settings

Navigate to the Opportunities section and select Manage Fields to begin your customisations.

Choose Your Preferred Layout

Choose the Default View to display both field labels and values, the Compact View to show only values with labels appearing on hover, or the Unlabelled View, which presents a single line per data field for a more compact card, allowing you to view additional information. A preview of the opportunity card is available in the section above.

Select Fields and Customise Quick Actions

Choose up to seven fields, including a mix of standard, custom, and associated fields.

Optionally, personalise quick-action icons to include items such as Conversations, Tasks, Calls, Tags, Notes, and Appointments.

Save and Apply

Once you've completed your customisations, save the changes.

Click confirm to apply these settings across all pipelines. Otherwise, select cancel to close the modal. Field configurations are applied at the pipeline level by default, though users with multiple pipelines can apply these customisations across all pipelines for consistency.

Customising your opportunity cards lets you prioritise essential information, streamline navigation, and improve your overall workflow efficiency. By selecting relevant fields, configuring quick actions, and choosing the right layout, you create a pipeline view that works the way you need it to.