Skip to main content

πŸŽ₯ Customize Pipeline Card Fields

Customize Pipeline Card Fields

Written by Chris Clark
AllPlans.png

In Pipelines - Board View, you can customize your card fields to display key information without needing to click into the pipeline record.

Card fields include activity highlights (Inactive Days, Days in Stage), and pipeline record fields such as Primary Contact, Value, and custom fields.

Did this answer your question?