Customize Opportunity Cards in Board View

Decide exactly which fields appear on cards.

Choosing what shows

1. Go to Opportunities, open board view.
2. Click Manage Fields.
3. Choose up to 7 fields: standard fields, custom fields, linked contact info, activity data.

Choosing how it looks

Default (labels and values), Compact (values only, labels on hover), Unlabeled (values only, no labels).

Icons and counters

Toggle which small icons appear — conversations, tasks, notes, tags, calls, appointments.

Scope of your changes

Applies to the current pipeline by default, or optionally all pipelines. Personal setting, saved to your browser.