Managing your opportunities effectively is key to staying organised and keeping track of valuable information. In the Opportunities tab, you can customise the information displayed on each opportunity card. This guide walks you through how to view additional details using the More Info icon, so you can tailor your view to suit your preferences.
To begin, navigate to the Opportunities tab.
Access Additional Information
To add more detailed information to your opportunity cards, click on the More Info icon. A dropdown menu will appear, allowing you to select the Additional Info option.
Select Items to Display
In this dropdown menu, you can select any items you wish to display on your cards. If an item is already displayed and you want to hide it, simply click it again to turn it off. It will no longer appear on the card.
Apply Changes
Once you have configured your preferences, click the Apply button to save your changes.
Your Opportunities view will now reflect the information according to your selected preferences.
Customising your opportunity cards lets you access the most relevant information at a glance, making it easier to manage and prioritise tasks. Following these steps ensures your Opportunities tab shows the details that matter most to your process.