You can edit what attributes are visible on your deal cards in the Cards view. This allows you to quickly see the information most important to you.
- Go to Deals > Settings > Pipelines settings.
- Go to the Deal Card tab.
- Click Customize deal cards in the Information visible on deal cards section.
- You can:
- Select attributes.
- Remove an attribute.
- Rearrange the attributes.
- Show or hide upcoming activity.
- See a preview of a deal card according to the selected attributes.
- Click Save.
💡 Good to know
You cannot move or delete the Name attribute.⏭️ What's next?
- Customize the creation form of your deals and companies
- Edit the attributes displayed on a contact, deal, or company details page
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
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