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.
Access Additional Information #
To add more detailed information to your opportunity cards, click on the More Info icon. A dropdown menu will appear allowing you to select the Additional Info option.
Select Items to Display #
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.
Apply Changes #
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.
Frequently Asked Questions #
How do I add more information to an opportunity card? #
In the Opportunities tab, click the More Info icon, select the Additional Info option, choose the items to display, and click Apply.
Where is the More Info icon located? #
The More Info icon is found on the opportunity card within the Opportunities tab and opens a dropdown menu for customizing displayed details.
How do I hide an item from the opportunity card? #
In the Additional Info dropdown, click an item that is currently displayed to turn it off so it no longer appears on the card.
Do I need to save my changes? #
Yes. After selecting your preferences, click the Apply button to retain the changes to your opportunity cards.
Will these changes affect all opportunity cards? #
Yes. The display preferences you apply update your Opportunities view so the selected details appear across your cards.
Why customize the information on opportunity cards? #
Customizing cards lets you see the most relevant information at a glance, making it easier to manage and prioritize your opportunities.
