Action 1 – Customizing the Opportunity Card

1. Accessing the Opportunity Card Customization:

• Navigate to the Opportunities section.
• Click the Manage Fields option (found in the top-right corner of the opportunity board).

2. Selecting Fields to Display:

You can choose up to 7 fields to display on your Opportunity Cards. These fields include:

• Standard Fields:
  • Opportunity Name
  • Opportunity Status
  • Lost Reason
  • Opportunity Value
  • Opportunity Owner
  • Opportunity Source
• Custom Fields:
  • Any custom fields you’ve created.
• Associated Fields:
  • Contact Name
  • Contact Phone Number
  • Contact Email Address
  • Contact Business Name
• Opportunity Activity:
  • Created On
  • Updated On
  • Last Stage Change Date
  • Last Status Change Date

3. Customizing Counters at the Bottom of the Card:

You can also customize the counters and icons at the bottom of the Opportunity Card by moving to the “Quick Actions” tab. The available options include:

• Conversations Icon (with unread messages count)
• Task Icon (with task count)
• Note Icon (with note count)
• Tags Icon (with tag count)
• Call Icon
• Appointment Icon (with next appointment date)

When exporting opportunities from the customized view, the export will capture all opportunity fields, not just those displayed on the card.

Feature 2 – Customizing for Multiple Pipelines

• Customizations are applied per pipeline by default. However, if there are multiple pipelines in your location, you have an additional option to apply the changes to all pipelines.
• Customizations are user-specific, meaning the changes will only apply to the user making the modifications, allowing personalized views.

Any customizations you apply are saved to the current view and will remain until you decide to change them again. However, these changes are stored locally and will only affect your current session. They won’t carry over if you open the page in a different browser or use a different user profile.

Feature 3 – Layout Options

• Default View:
  Displays the selected fields with both field labels and values.
• Compact View:
  
  
  • Displays only the values of the selected fields.
  • Hovering over a field reveals the label and additional details.

Unlabeled View:

• Each line of the card is dedicated to one field
• Displays only the values of the selected fields.