Each card on the sales board shows key information about an opportunity. Click a card to open the opportunity.

Available fields

On the Sales board, cards display a mixture of general information and Activity-related information under each Stage. An administrator can change what the cards show (see Change the card layout).

General information

By default, a card shows:

• Company name (links to the company dashboard)
• Order value (hover over it to see the opportunity's notes)
• Order date
• The user's avatar

Activity information

Each card also shows icons for planned Appointments, Phone calls, and To-do's. If your account uses Activities instead of To-do's, the card shows one Activity icon in place of the Phone call and To-do icons.

An icon is green when something is planned, red when it is overdue or an appointment has no outcome, and grey when nothing is planned. Hover over an icon to see its status. To plan or update an appointment, phone call or to-do, click the card to open the opportunity:

You can also view how many steps you've completed in your Sales process. Hover over the number to view what's to be completed. To update the checklist, open the opportunity:

Cards in stages with 0% or 100% probability show no activity icons and no sales process count.

Change the card layout

Administrators can change the card for all users:

1. Click Settings → Pipeline → Sales board → Card layout.
2. Turn Show user on or off to show or hide the user's avatar.
3. Click one of the four zones on the preview card and choose what it shows:
   • Select field: the field shown in the zone. Choose from Description, Company name, Order value, Order date, Stage name, Contact name, Campaign name, Contribution margin (if your account uses contribution margin) and your order custom fields (under Other order fields).
   • Link to: makes the field a link to Company dashboard, Company orders, Contact dashboard, Contact orders or Campaign.
   • Tooltip: a field shown when you hover over the zone. Choose from Description, Company name, Order value, Order date, Stage name, Contact name, Campaign name, Notes or ID.
   • Or turn on Show recommendations to show the activity icons and the sales process count in the zone. Use the toggles below it to choose which icons to show.
4. Click Save.