Unlabeled Cards in Opportunity View

This feature designed to help users track and manage potential sales leads more effectively. Unlabeled Cards in Opportunity View allow users to organize and prioritize their leads by customizing labels based on specific criteria or stages in the sales process. This flexibility enhances the user's ability to focus on the most promising opportunities and streamline their workflow.

Key Benefits:

Streamlined Design:

The "Unlabeled" layout provides a single line per data field, enabling you to view more information in a compact card.

Enhanced Data Density:

Fit more details on the same card without scrolling or clutter.

How to Use:

Go to the Opportunities module.
Select "Manage Fields" in the top-right corner.

Choose the "Unlabeled" layout under Card Layout.

Add or remove fields as needed to optimize your card view.

Use Case:

This feature is ideal for users managing large pipelines who require quick, dense, and customizable data views.

Did this answer your question?

😞

😐

😁