Each card on the sales board represents a deal and you can change the appearance of the cards to best suit your needs.
Simply click on a zone that you want to change and edit what information that should be shown.
Each zone has the following available fields.
- Company names
- Order value
- Order date
- Stage name
- Contact name
- Campaign name
Each zone can also be linked to the following places in Upsales.
- Company card
- Company orders
- Contact card
- Contact orders
You can also append a tooltip to each zone like notes or stage name.