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.
- Click on the Card Layout button in a card-based view.
2. Choose what fields to display and Apply once ready. You can also choose the way those fields will be displayed on a card:
- fields and their names;
- fields in one coloumn;
- fields in two coloumns.
Once applied, NetHunt CRM will display the selected fields data on the cards in a grouped view.
TIP: Don't forget to save this view for quick access later.
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