Managing Opportunities

A full pipeline management experience on mobile.

Customizable opportunity cards

Choose which fields display — up to seven per card — from a large library (deal name, value, owner, source, etc.).

Quick actions

Send a message, add a tag, create a task, or move stages directly from the card. Activity badges show recent conversations/notes/tasks/tags.

Full detail view

Tabbed view: details, tasks, notes, appointments, transaction history.

Setting up your card layout

1. Open Opportunities.
2. Go to customization settings.
3. Select fields and quick actions.
4. Save.

A major update can reset existing card layouts — reconfigure if needed.