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Opportunities & Pipelines

Customize Opportunity Cards in Board View

Learn how to customize Opportunity Cards in GHL Customer Care Board View. Choose which fields appear, adjust counters, and apply layouts across single or multiple pipelines.

3 min read706 words10 explained imagesUpdated Tue, 31 Mar at 12:24 PM
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On this page
  1. Feature 1 - Customizing the Opportunity Card
  2. Feature 2 - Customizing for Multiple Pipelines
  3. Feature 3 - Layout Options
  4. Feature 4 - Collapse, Expand, and Resize Stages (Columns)
  5. How to collapse or expand a stage
  6. How to resize a stage
  7. Save behavior (layout persistence)
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With this feature, users can now fully customize the fields displayed on the Opportunity Cards in the pipeline view. This 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.

TABLE OF CONTENTS

Feature 1 - Customizing the Opportunity Card

1. Accessing the Opportunity Card Customization:

1. Accessing the Opportunity Card Customization: (image 1 of 10) What this shows Feature 1 - Customizing the Opportunity Card Feature 2 - Customizing for Multiple Pipelines Feature 3 - Layout Options Feature 4 -… What this shows Illustrates the "1. Accessing the Opportunity Card Customization:" section of "Customize Opportunity Cards in Board View". This screenshot appears in the "1. Accessing the Opportunity Card Customization:" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: Feature 1 - Customizing the Opportunity Card Feature 2 - Customizing for Multiple Pipelines Feature 3 - Layout Options Feature 4 - Collapse, Expand, and Resize Stages (Columns). Immediately after, the guide continues: Navigate to Opportunities section. Click the Manage Fields option (found in the top-right corner of the opportunity board). Image 1 of 10 What this coversFeature 1 - Customizing the Opportunity Card Feature 2 - Customizing for Multiple Pipelines Feature 3 - Layout Options Feature 4 - Collapse, Expand, and Resize Stages (Columns)
Buttons and menus referenced OpportunitiesManage Fields option
Next stepNavigate to Opportunities section. Click the Manage Fields option (found in the top-right corner of the opportunity board).
All 2 steps in this procedure
  1. Navigate to Opportunities section.
  2. Click the Manage Fields option (found in the top-right corner of the opportunity board).
  • Navigate to Opportunities section.
  • Click the Manage Fields option (found in the top-right corner of the opportunity board).

2. Selecting Fields to Display:

2. Selecting Fields to Display: (image 2 of 10) What this shows Navigate to Opportunities section. What this shows Illustrates the "2. Selecting Fields to Display:" section of "Customize Opportunity Cards in Board View". This screenshot appears in the "2. Selecting Fields to Display:" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: Navigate to Opportunities section. Click the Manage Fields option (found in the top-right corner of the opportunity board). Immediately after, the guide continues: You can choose up to 7 fields to display on your Opportunity Cards. These fields include. Image 2 of 10 Where to goNavigate to Opportunities section. Click the Manage Fields option (found in the top-right corner of the opportunity board).
Buttons and menus referenced 7 fieldsCustom FieldsGeneral InfoAdditional Info
Next stepYou can choose up to 7 fields to display on your Opportunity Cards. These fields include:

You can choose up to 7 fields to display on your Opportunity Cards. These fields include:

SubsectionWhat it includes
Opportunity Standard Fields:Opportunity Name; Opportunity Status; Lost Reason; Opportunity Value; Opportunity Owner; Opportunity Source.
Opportunity Custom Fields:Any custom fields created for Opportunities (for example, custom dropdowns, checkboxes, dates, text fields) that you choose to display on the card.
Primary Contact's Information:Contact Name; Contact Phone Number; Contact Email Address; Contact Business Name; Next Task Due Date; Days Till Next Task Due Date; Days Till Next Appointment Date; Engagement Score.
Opportunity Activity:Created On; Updated On; Last Stage Change Date; Last Status Change Date; Days Since Last Stage Change Date; Days Since Last Status Change Date; Days Since Last Updated.
Note: The fields and folders you see when customizing Opportunity cards come from your Custom Fields. If folders like General Info or Additional Info are missing, it means they haven't been set up yet. Click here to learn how to make Custom Fields
Engagement Score will be visible only for opportunities created or updated post 19th March 2025.

3. Customizing Counters at the Bottom of the Card:

3. Customizing Counters at the Bottom of the Card: (image 3 of 10) What this shows Engagement Score will be visible only for opportunities created or updated post 19th March 2025. What this shows Illustrates the "3. Customizing Counters at the Bottom of the Card:" section of "Customize Opportunity Cards in Board View". This screenshot appears in the "3. Customizing Counters at the Bottom of the Card:" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: Engagement Score will be visible only for opportunities created or updated post 19th March 2025. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: You can also customize the counters and icons at the bottom of the Opportunity Card by moving to the "Quick Actions" tab. The available options include. Image 3 of 10 What this coversEngagement Score will be visible only for opportunities created or updated post 19th March 2025.
Fields in this part of the guide Conversations Icon (with unread messages count)Task Icon (with task count)Note Icon (with note count)Tags Icon (with tag count)Call IconAppointment Icon (with next appointment date)
Next stepYou can also customize the counters and icons at the bottom of the Opportunity Card by moving to the "Quick Actions" tab. The available options include:
Example values
Tags Icon (with tag count)
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 6 steps in this procedure
  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)

You can also customize the counters and icons at the bottom of the Opportunity Card by moving to the "Quick Actions" tab. The available options include:

  • Conversations Icon (with unread messages count)
  • Task Icon (with task count)
  • Note Icon (with note count)
  • Tags Icon (with tag count)
  • Call Icon
  • Appointment Icon (with next appointment date)
When you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible on the card

Feature 2 - Customizing for Multiple Pipelines

Feature 2 - Customizing for Multiple Pipelines (image 4 of 10) What this shows When you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible… What this shows Illustrates the "Feature 2 - Customizing for Multiple Pipelines" section of "Customize Opportunity Cards in Board View". This screenshot appears in the "Feature 2 - Customizing for Multiple Pipelines" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: When you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible on the card. Immediately after, the guide continues: 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. Customizations are user-specific, meaning the changes will…. Image 4 of 10 What this coversWhen you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible on the card Next stepCustomizations 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. Customizations are user-specific, meaning the changes will only apply to the user making the modifications, allowing personalized views.
All 2 steps in this procedure
  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.
  • 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.
  • Customizations are user-specific, meaning the changes will only apply to the user making the modifications, allowing personalized views.
Customizations you make are sticky to the current view, meaning they will persist until you choose to modify them again. However, the customizations only persist for the user on their current local storage and will not be reflected if you launch the same in a different browser or for a different user.

Feature 3 - Layout Options

  • Default View:
    Displays the selected fields with both field labels and values.
    Step 1 of 3: Default View: Displays the selected fields with both field labels and… What this shows Step 1 of 3: Default View: Displays the selected fields with both field labels and values. What this shows Shows what this covers for step 1 of 3 in the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". This screenshot accompanies step 1 of 3 in the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". At this point in the walkthrough you default View: Displays the selected fields with both field labels and values. This part of the guide covers 2 fields, listed below. The next step is to compact View. Step 1 of 3Image 5 of 10 What this coversDefault View: Displays the selected fields with both field labels and values.
    Fields in this part of the guide Compact View:Each line of the card is dedicated to one field
    Next stepCompact View:
    All 2 steps in this procedure
    1. Default View: Displays the selected fields with both field labels and values. this image
    2. Compact View:
  • Compact View:
    • Displays only the values of the selected fields.
    • Hovering over a field reveals the label and additional details.

  • Feature 3 - Layout Options (image 6 of 10) What this shows Default View: Displays the selected fields with both field labels and values. What this shows Shows what this covers for step 3 of 3 in the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". This screenshot accompanies step 3 of 3 in the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". For context, this section explains: Default View: Displays the selected fields with both field labels and values. Compact View. This part of the guide covers 2 fields, listed below. Step 3 of 3Image 6 of 10
    Fields in this part of the guide Compact View:Each line of the card is dedicated to one field
    All 2 steps in this procedure
    1. Default View: Displays the selected fields with both field labels and values.
    2. Compact View:

Unlabeled View:

  • Each line of the card is dedicated to one field

  • Displays only the values of the selected fields.

Feature 3 - Layout Options (image 7 of 10) What this shows Each line of the card is dedicated to one field Displays only the values of the selected fields. What this shows Illustrates the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". This screenshot appears in the "Feature 3 - Layout Options" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: Each line of the card is dedicated to one field Displays only the values of the selected fields. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: You can collapse, expand, and resize pipeline stages in the Opportunities board (Kanban) view to reduce clutter and focus on active work. Image 7 of 10 What this coversEach line of the card is dedicated to one field Displays only the values of the selected fields.
Fields in this part of the guide Compact View:Each line of the card is dedicated to one field
Next stepYou can collapse, expand, and resize pipeline stages in the Opportunities board (Kanban) view to reduce clutter and focus on active work.
All 2 steps in this procedure
  1. Default View: Displays the selected fields with both field labels and values.
  2. Compact View:

Feature 4 - Collapse, Expand, and Resize Stages (Columns)

You can collapse, expand, and resize pipeline stages in the Opportunities board (Kanban) view to reduce clutter and focus on active work.

How to collapse or expand a stage

1. Go to Opportunities.

2. Make sure you are in the Kanban view.

3. Click a Stage Header ( > or < ) to collapse or expand that stage.

How to collapse or expand a stage (image 8 of 10) What this shows 3. What this shows Illustrates the "How to collapse or expand a stage" section of "Customize Opportunity Cards in Board View". This animation appears in the "How to collapse or expand a stage" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: 3. Click a Stage Header (> or <) to collapse or expand that stage. Immediately after, the guide continues: 1. Hover near the right edge of a stage column. Image 8 of 10 What to click3. Click a Stage Header (> or <) to collapse or expand that stage. Next step1. Hover near the right edge of a stage column.

How to resize a stage

1. Hover near the right edge of a stage column.

2. Drag the edge to adjust the column width.

How to resize a stage (image 9 of 10) What this shows 2. What this shows Illustrates the "How to resize a stage" section of "Customize Opportunity Cards in Board View". This animation appears in the "How to resize a stage" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: 2. Drag the edge to adjust the column width. Immediately after, the guide continues: Your stage layout is user-specific and does not affect other users. Your preferences are saved in local storage, so they persist for you in the same browser. If you open GHL Customer Care in a different browser or device, your saved layout…. Image 9 of 10 What this covers2. Drag the edge to adjust the column width. Next stepYour stage layout is user-specific and does not affect other users. Your preferences are saved in local storage, so they persist for you in the same browser. If you open GHL Customer Care in a different browser or device, your saved layout may not carry over.

Save behavior (layout persistence)

  • Your stage layout is user-specific and does not affect other users.
  • Your preferences are saved in local storage, so they persist for you in the same browser.
  • If you open GHL Customer Care in a different browser or device, your saved layout may not carry over.
Save behavior (layout persistence) (image 10 of 10) What this shows Your stage layout is user-specific and does not affect other users. What this shows Illustrates the "Save behavior (layout persistence)" section of "Customize Opportunity Cards in Board View". This animation appears in the "Save behavior (layout persistence)" section of "Customize Opportunity Cards in Board View". The text alongside this image reads: Your stage layout is user-specific and does not affect other users. Your preferences are saved in local storage, so they persist for you in the same browser. If you open GHL Customer Care in a different browser or device, your saved layout may not carry over. Immediately after, the guide continues: Collapse inactive or low-priority stages to keep your pipeline easier to scan. Widen active stages to review and prioritize opportunities faster. Image 10 of 10 What this coversYour stage layout is user-specific and does not affect other users. Your preferences are saved in local storage, so they persist for you in the same browser. If you open GHL Customer Care in a different browser or device, your saved layout may not carry over. Next stepCollapse inactive or low-priority stages to keep your pipeline easier to scan. Widen active stages to review and prioritize opportunities faster.
All 3 steps in this procedure
  1. Your stage layout is user-specific and does not affect other users.
  2. Your preferences are saved in local storage, so they persist for you in the same browser.
  3. If you open GHL Customer Care in a different browser or device, your saved layout may not carry over.

Tips:

  • Collapse inactive or low-priority stages to keep your pipeline easier to scan.
  • Widen active stages to review and prioritize opportunities faster.

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