How to customize cards

Changing the cards layout

NetHunt CRM allows you to improve pipeline visualization by choosing what data to display inside a card in the card-based view. This way you can see the important data even without opening a record.

1) Click on the Card Layout button in a card-based view.

2) Choose what fields to display and Apply once ready. You can display up to 2 fields per line in a card.

By doing this, NetHunt CRM will display the selected fields data inside the cards in a grouped view.

TIP:
Don't forget to save this view for quick access later.

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