How to Customize Opportunity Cards in Board View

Created by Out Front CRM, Modified on Fri, May 23, 2025 at 4:10 PM by Out Front CRM

Overview:
Customize the fields displayed on Opportunity Cards in the pipeline view to show the most relevant information at a glance.


Steps:

  1. Navigate to the "Opportunities" section.

  2. Click on the "Settings" or "Customize" option for the pipeline view.

  3. Select the fields you want to display on the Opportunity Cards.

  4. Arrange the fields in your preferred order.

  5. Save your changes to update the board view.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article