Ability to customize opportunity card | Voters

Ability to customize opportunity card

in progress

Norman Elevencione

Right now when you open opportunity you can only see specific fields such as opportunity name, source, lead value, etc. but I want to add my custom fields because it also helps a lot and we are not using the lead value field because we have a different way of determining the lead value

August 22, 2022

Ryan Eaton

Yes! we would love to also be able to see from the opportunity dashboard when a task is due for that opportunity as currently we have to click on every opportunity and then see their tasks from the side menu

David Linton

Definingly need the ability to modify what show on the opportunity "Card". B2C no need for business name, but B2B business name is critical. Custom colors would be nice too.

Zachary Wieder

need option to view contact engagement score + custom fields as options in opportunity view /sorting

Roger Bremmer Jr

Add photos and images to it

Carlos Guerrero

It would be great if we can customize what information is viewed on the opportunity card while viewing the pipeline. This would allow you to put the most important information there to make it easier for clients to read the opportunity.

Ex: If you fill Opportunity Source it displays below the name in small. But what if I wanted to put other data that would be more useful instead of the "Opportunity Source".

Pallavi Kothari

marked this post as

in progress

Ryan Hartigan

Pallavi Kothari Yes and removing fields that are standard, ie. "Business name" makes no sense for most of our opportunities

Pamela Hilton

Would love to be able to color code the opportunity cards to better organize each pipeline/opportunity. Our company uses color to distinguish clients who need attention, owe us information, need follow up, etc. When will something like this be available? This feature in Trello makes the lists more useful and smart to add colored labels.

Ty Averett

Would be great to be able to choose which fields are required so that we can make sure reps are collecting the correct info (even built-in fields such as name/email/phone). 
Would also be great for opportunity/contact source to be a drop-down. Defeats the purpose if people are spelling sources differently each time.
And this has been said before, but it is highly clunky to have the sales reps create a contact and then an opportunity. To be able to show/edit contact fields in the opportunity would be incredible so that reps don't have to switch back and forth.

Ava Doreen Alaurin

The ability to change the text color and/or background color of the opportunity cards through automation.
Use case for this might be to turn it red if an opportunity gets moved to another Pipeline and another pipeline drop down isn't filled in or to the disqualification stage and a disqualification Reason isn't filled in.
Or if an opportunity has been stuck at the same stage for so long then it might change color.

Eirik

Lead value should be tied to the actual value/ price of the products in the opportunity. I think it should be possible to also add multiple products to the opportunity and to make this all available in a workflow.

To get pipeline value and actual sales accurate, this is important.

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