How to customize deal cards?
It is possible to choose which properties are visible on deal cards in the deal pipeline. This helps you keep track of important information on deals like MRR, deal type, or expected close date.
In this article
Default cards
By default, deal cards look like this:
You'll find the following information:
- Deal name (in blue)
- List of customizable properties (in green)
- Deal status (in red)
- List of partners assigned to the deal (in purple)
Customize visible properties
To customize visible properties:
- Click on the top-right menu
- Go to the Account page
- Select Deals
- Scroll to the section "Deal cards"
Click the "Add property" button and select a property to display. You can also re-order or remove visible properties:
Listed Properties
Only deal properties are listed on the "Add property" menu. You can customize deal properties following this article: How to customize properties?
Wait, I've added a property and it's not visible on the deal cards
If a property is empty (no value) on a given deal it won't be displayed on the corresponding deal card, even if the property is selected to be visible on the card.