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