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Customizing Opportunity Cards in Board View

With Stack, you can fully personalize the fields displayed on Opportunity Cards in the pipeline view. This feature allows you to tailor the card view to show the most relevant information at a glance, enhancing workflow efficiency and visibility into important opportunity details.

Table of Contents​

  • Customizing the Opportunity Card
    • Accessing the Opportunity Card Customization
    • Selecting Fields to Display
    • Customizing Counters at the Bottom of the Card
  • Customizing for Multiple Pipelines
  • Layout Options

Customizing the Opportunity Card​

Accessing the Opportunity Card Customization​

  1. Navigate to the Opportunities section.
  2. Click on the Manage Fields option located in the top-right corner of the opportunity board.

Selecting Fields to Display​

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

  • Opportunity Standard Fields:

    • Opportunity Name
    • Opportunity Status
    • Lost Reason
    • Opportunity Value
    • Opportunity Owner
    • Opportunity Source

  • Opportunity Custom Fields:

    • Any custom fields you’ve created for opportunities.

  • 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 (Visible only for opportunities created or updated after March 19, 2025)

  • 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

Customizing Counters at the Bottom of the Card​

You can customize the counters and icons at the bottom of the Opportunity Card by navigating to the Quick Actions tab. 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 exporting opportunities from the customized view, all fields of the opportunity will be included, not just those visible on the card.

Customizing for Multiple Pipelines​

Customizations are applied per pipeline by default. If you have multiple pipelines, you can choose to apply changes across all pipelines. Customizations are specific to each user, allowing personalized views that persist until modified again. Note that these changes are stored locally and won't transfer across different browsers or users.

Layout Options​

  • Default View:

    • Displays the selected fields with both field labels and values.

  • Compact View:

    • Displays only the values of the selected fields. Hovering over a field reveals the label and additional details.

  • Unlabeled View:

    • Each line of the card is dedicated to one field, displaying only the values of the selected fields.