How do I choose what shows on the deal page?
On a deal's page, click the sliders button on a card, tick the fields to show and drag them into order. Drag the cards to reorder them.
On a deal's page, each card on the right (Details, Customers, Companies, More details) has a sliders button. Click it, tick the fields you want and drag them into order. Every deal shows the same fields, for the whole team.
Also called: customize deal page, deal fields, show fields, hide fields, card layout, personnaliser la page d'affaire, champs, afficher les champs, masquer
Step 1: Open a deal
Open Leads & deals and click a deal. The cards sit on the right of its history.
Click: Leads & deals › the deal
Step 2: Open a card's choices
Click the sliders button at the top right of a card:
Details: Choose what shows in Details, like the stage, source, came in, closed and owner.
Customers: Choose what shows for each customer, like the email, phone, address and gate code.
Companies: Choose what shows for each company, like the website and description.
More details: Choose what shows in More details, for your deal custom fields.
Step 3: Tick and order the fields
Tick a field to show it, untick it to hide it. Drag the ticked ones into the order you want, or use Alt and the arrow keys. It saves right away.
Step 4: Move the cards
Drag a card by its title to put it higher or lower, or use the arrow keys. This order is yours: each teammate arranges their own cards.
Good to know
Your custom fields show in the choices too. Make new ones in Settings, under Custom fields.
If you can change settings, click New field at the bottom of the choices, type its name and press Enter. The field shows at once.
A hidden field keeps its values on every deal.
Ask Alori can do it too: "Show the phone and address for each customer on the deal page".
If it doesn't work
No sliders button. Your role can view deals but not change them.
No New field line. Your role can't change settings. Ask the owner.
No More details card. Your deals have no custom fields yet.