Managing your opportunities effectively is key to staying organized and keeping track of valuable information. In the Opportunities tab, you can customize the information displayed on each opportunity card. This guide will walk you through how to view additional details using the More Info icon, helping you tailor your view to suit your preferences.
To begin, navigate to the Opportunities tab.
To add more detailed information to your opportunity cards, click on the Manage fields. A dropdown menu will appear allowing you to select the Additional Info option.
In this dropdown menu, you can select any items you wish to display on your cards. If an item is already displayed and you wish to hide it, simply click the item again to turn it off. It will no longer appear on the card.
Once you have configured your preferences, click the Apply button to maintain your changes.
Your Opportunities view will now reflect the information according to your selected preferences.
Customizing your opportunity cards allows you to access the most relevant information at a glance, enhancing your ability to manage and prioritize tasks. By following these steps, you can ensure that your Opportunities tab reflects the details most important to your process.
