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