Who This Is For / When to Use
Use this feature if you want cleaner pipelines, faster scanning of deals, or different field visibility per pipeline.
What Is Opportunity Card Customization
Opportunity Card Customization allows you to:
Display up to 7 fields on each opportunity card
Choose between Default and Compact card layouts
Customize quick-action icons/counters (calls, tasks, notes, etc.)
Apply changes to a single pipeline or all pipelines
Customizations are applied at the pipeline level by default.
Open Opportunity Card Customization
Go to Opportunities.
Select the pipeline you want to customize.
Click Manage Fields in the top-right.
Choose Card Layout
You can switch between two card layouts:
Default View
Shows field labels + values
Best for clarity and detailed review
Compact View
Shows values only
Field labels appear on hover
Displays up to two values per row
Optimized for dense pipelines
Select the layout at the top of the customization panel.
Select Fields for Opportunity Cards
You can display up to 7 fields per card.
In the Fields tab, search or browse available fields.
Select fields from:
Standard fields (Opportunity Name, Status, Value)
Custom opportunity fields
Associated fields (Contact details)
Drag to reorder fields (order controls display priority).
Locked fields cannot be removed.
Customize Quick Actions (Counters)
Quick-action icons appear at the bottom of opportunity cards.
You can enable or disable counters for:
Conversations
Tasks
Notes
Calls
Tags
Appointments
These counters help you quickly understand engagement without opening the record.
Preview and Apply Changes
A real-time preview updates as you make changes.
Review the card appearance before saving.
When saving:
Apply changes to the current pipeline only, or
Apply changes to all pipelines (if multiple pipelines exist)
Click Apply to save.
Key Rules and Limits
Maximum 7 fields per opportunity card
Customization is pipeline-specific by default
Compact View hides labels until hover
Changes affect all users who can access the pipeline
Common Issues and Fixes
Unable to Add More Fields
Remove an existing field before adding a new one
Maximum of 7 fields is enforced
Changes Not Visible
Refresh the pipeline view
Confirm you saved changes to the correct pipeline
Fields Missing from Selection
Ensure the field exists and is enabled for Opportunities
Check field permissions