Opportunity Card Customization Tailor Your Workflow

Introducing Opportunity Card Customization

We are excited to announce the new Opportunity Card Customization feature! Designed to enhance user experience and efficiency, this update allows you to personalize the fields displayed on your opportunity cards within the pipeline view. With this feature, you can now tailor your workflow to better fit your needs and streamline your processes.

Key Features of Opportunity Card Customization

  • Field Customization: Choose up to seven fields, either standard or custom, to display on your Opportunity Cards. Select from options such as Opportunity Name, Status, Value, and Contact Information to ensure the most relevant information is at your fingertips.

  • Pipeline-Level Customization: Customizations are applied at the pipeline level by default, but you can also opt to apply changes across all pipelines if you manage locations with multiple pipelines.

  • Customizable Quick Actions: Personalize counters and icons for actions like Conversations, Tasks, Notes, Tags, Calls, and Appointments. These can be placed at the bottom of your cards for easier access.

  • Two Layout Options: There are now two card layouts to choose from. The Default View offers field labels and values, while the Compact View displays values only, with labels visible on hover. The Compact View optimizes space by showing up to two values per row.

  • Real-Time Preview: Visualize changes immediately with a real-time preview during customization, ensuring your settings meet your expectations.

Opportunity Card Customization
Example Layout Options

How to Use Opportunity Card Customization

  1. Open Opportunities and Access Customization: Head to the Opportunities section and click "Manage Fields" to begin customization.

    Manage Fields

  2. Select Fields and Customize Counters: Pick up to seven fields among standard, custom, and associated fields for your card display. Also, customize the icons for quick actions like Conversations, Tasks, Calls, and more.

    Customize Fields and Counters

  3. Choose Layout: Decide between the Default View or Compact View, depending on your needs.

  1. Save Changes: Save your customizations. You can choose to apply the changes to all pipelines if needed.

    Save Changes

This powerful update is aimed at providing you with more control over your workflow, ensuring you can organize your opportunities in the most efficient way possible.

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