How to Add Fields to Your Opportunity Card

You can customize the Opportunity Cards in the pipeline to display important information such as APN, County, Lot Size, or other custom fields. This helps you quickly see key details without opening each opportunity.

⚠️ Important:
You can display a maximum of 8 fields per Opportunity Card.

📌 Step 1: Navigate to the Opportunities Section

1️⃣ Login to LeadBossCRM.

2️⃣ From the left sidebar menu, click Opportunities.

3️⃣ You will be taken to the Opportunities pipeline view, where all opportunities are organized by stages.

⚙️ Step 2: Open the Manage Fields Panel

1️⃣ In the top-right area of the Opportunities page, click Manage Fields.

2️⃣ The Customize Card panel will open on the right side of the screen.

This panel allows you to customize how information appears on each opportunity card.

🧩 Step 3: Add Fields to the Opportunity Card

1️⃣ In the Fields section, you will see the list of currently displayed fields.

Examples may include:

Opportunity Name

Smart Tags

Opportunity Owner

Business Name

Opportunity Source

Opportunity Value

Lost Reason

2️⃣ Scroll down to the Add Fields section.

3️⃣ Locate the field you want to display.

Examples may include:

APN

County

Lot Size

Created Date

Last Status Change Date

4️⃣ Check the box next to the field you want to add.

The field will automatically be added to your Opportunity Card layout.

👀 Step 4: Preview the Card Layout

At the top of the panel, you will see a Card Preview section.

This preview shows how your Opportunity Card will appear in the pipeline after adding the fields.

You can use this preview to confirm that the correct information is displayed.

🔄 Step 5: Apply the Changes

1️⃣ Once you finish selecting your fields, click Apply.

2️⃣ The opportunity cards in your pipeline will update immediately.

📊 Expected Result

Your Opportunity Cards will now display the selected fields, allowing you to quickly view important details such as APN, County, or Lot Size directly in the pipeline.

This helps improve visibility and makes managing opportunities faster and more efficient.