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Edit your deal card settings

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.

deal-card-example_EN-US.png

  1. Go to Deals > Settings > Deals and Pipelines settings > Manage your pipeline settings.
  2. Go to the Information visible on deal cards section and click Customize deal cards.
  3. 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.
    deal-card-settings_EN-US.gif
  4. Click Save.
💡 Good to know
You cannot move or delete the Name attribute.

⏭️ What's next?

🤔 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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