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Manage opportunities

How to customize opportunity cards and fields

In Opportunities, click Manage fields (top-right corner) to pick up to 7 fields for each card, the icons in the card footer and the card layout. To create new fields, use Settings › Custom Fields with the Opportunity object.

Updated on

Before you start

  • Any user can customize their own cards; the change only applies to you and to the browser you make it in.
  • To create new custom fields you need access to Settings.
Where to find it

Opportunities › Manage fields

Step by step

Choose what shows on the card

  1. In the left menu, click Opportunities and choose the pipeline at the top.
  2. Click Manage fields (top-right corner of the board).
  3. Pick up to 7 fields to show on the card. You can use:
    • opportunity fields: name, status, lost reason, value, owner, source;
    • your custom opportunity fields;
    • primary contact details: name, phone, email, business name, next task, next appointment;
    • activity: created on, last updated, last stage or status change, days since the last change.
  4. In the Quick actions tab, choose the footer icons: conversations (with unread count), tasks, notes, tags, call and appointment.
  5. Choose the card layout:
    • Default: shows the field label and value;
    • Compact: shows only values (the label appears on hover);
    • Unlabeled: one line per field, values only.
  6. If you have several pipelines, choose whether the change applies only to this one or to all pipelines.
  7. Save. The cards update right away.

Create a new field for opportunities

  1. Go to Settings › Custom Fields (or, inside an opportunity, click Add/Manage fields).
  2. Click + Add field.
  3. Choose the type (for example, single line, dropdown, number, monetary, date, checkbox) and click Next.
  4. Enter the field Name and, if you like, the folder it belongs to and a placeholder.
  5. Under Object, choose Opportunity.
  6. Click Save. The field now appears in opportunities, in filters and in the card field list.

Tips

  • Show on the card only what your team uses to decide the next step, such as the phone number and next appointment date.
  • Use folders to group related fields (for example "Budget") and drag fields to set the order they appear in.
  • When you export opportunities, every field is included, not just the ones shown on the card.

Common problems

  • My teammate doesn't see the cards the way I do → That's expected: customization is per user and saved in their own browser.
  • I lost my customization → You opened the system in another browser or computer, or cleared your browser data. Pick the fields again in Manage fields.
  • The field I created doesn't appear in opportunities → It was created with the Contact object. Create it again with the Opportunity object.
  • I can't add more fields → Cards allow up to 7 fields. Remove one to add another.

Frequently asked questions

Does the customization apply to every pipeline?

By default it applies only to the open pipeline. When saving, you can choose to apply it to all of them.

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