Customize Opportunity Cards

Learn how you can fully customize the fields displayed on the Opportunity Cards in the pipeline view!

Updated: October 29, 2024

Vintory's new feature allows users to tailor the card view to show the most relevant information at a glance, improving workflow efficiency and enhancing visibility into important opportunity details!

1. Customizing the opportunity card
   1. Accessing the customization option
   2. Selecting fields to display
   3. Customizing card counters
2. Customizing opportunities cards to multiple pipelines
3. Layout options

1. Customizing the opportunity card

1. 1. Accessing the customization option
      1. Navigate to Opportunities section.
      2. Click the Manage Fields option (found in the top-right corner of the opportunity section).
         
   2. Selecting fields to display

      1. You can choose up to 6 fields to display on your Opportunity Cards. These fields include:

         1. Standard Fields

            1. Opportunity Name

            2. Opportunity Status

            3. Lost Reason

            4. Opportunity Value

            5. Opportunity Owner

            6. Opportunity Source

         2. Custom Fields
            1. Any custom fields you’ve created.
         3. Contact Details
            1. Contact Name
            2. Contact Phone Number
            3. Contact Email Address
         4. Opportunity Details
            1. Pipeline
            2. Stage
            3. Status
         
         

   3. Customizing card counters

      1. Counters and icons at the bottom of the Opportunity Card can also be customized by moving to the "Quick Actions" tab. The available options include

         1. Conversations Icon (with unread messages count)
         2. Task Icon (with task count)
         3. Note Icon (with note count)
         4. Tags Icon (with tag count)
         5. Call Icon
         6. Appointment Icon (with next appointment date)
            
            
         
         

2. Customizing opportunities cards to multiple pipelines

   1. Customizations are applied per pipeline by default. However, if there are multiple pipelines in your location, you have an additional option to apply the changes to all pipelines.
   2. Customizations are user-specific, meaning the changes will only apply to the user making the modifications, allowing personalized views.

      ---

3. Layout Options

   1. Default View: Displays the selected fields with both field labels and values.
   2. Compact View: Displays only the values of the selected fields. Hovering over a field reveals the label and additional details.