This feature enables users to fully customize fields displayed on Opportunity Cards in the pipeline view, allowing tailored card displays for improved workflow efficiency and visibility into opportunity details.
Navigate to the Opportunities section and click the "Manage Fields option" located in the top-right corner of the opportunity board.
Users can choose up to 7 fields from these categories:
| Category | Available Fields |
|---|---|
| Opportunity Standard Fields | Opportunity Name; Opportunity Status; Lost Reason; Opportunity Value; Opportunity Owner; Opportunity Source |
| Opportunity Custom Fields | Any custom fields created for Opportunities (custom dropdowns, checkboxes, dates, text fields) |
| Primary Contact's Information | Contact Name; Contact Phone Number; Contact Email Address; Contact Business Name; Next Task Due Date; Days Till Next Task Due Date; Days Till Next Appointment Date; Engagement Score |
| Opportunity Activity | Created On; Updated On; Last Stage Change Date; Last Status Change Date; Days Since Last Stage Change Date; Days Since Last Status Change Date; Days Since Last Updated |
Note: "Field folders you see come from your Custom Fields. If folders like General Info or Additional Info are missing, they haven't been set up yet."
Important: Engagement Score visibility is limited to "opportunities created or updated post 19th March 2025."
Access the "Quick Actions" tab to customize counters and icons, including:
Export Note: "When you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible on the card."