Opportunity Card Customization | Clixio Changelog

We’re excited to introduce the Opportunity Card Customisation feature. This update allows users to personalise the fields displayed on their opportunity cards within the pipeline view. You can now choose up to 7 fields, customise counters, and select between two card layout options to better organise and streamline your workflow.

1. Open Opportunities and Access Customisation:

   Navigate to the Opportunities section and click on “Manage Fields”.

2. Select Fields and Customise Counters:

   Choose up to 7 fields from standard, custom, and associated fields to display on the card. Customise the icons for Conversations, Tasks, Notes, Calls, Tags, and Appointments.

3. Choose Layout:

   Select either the Default View or the Compact View depending on your preference.

4. Save Changes:

   Save your customisations. You can also apply the changes to all pipelines.