You can edit what attributes are visible on your deal cards in the Kanban view. This allows you to quickly see the most important information for you.
- Go to Sales (Kanban view).
- Click
Deal card.
- You can:
- Add visible attributes.
- Remove a visible attribute.
- Rearrange the visible attributes.
- Show or hide upcoming activity.
- 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.