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. From here you can add and remove fields from the card-based view. Add fields by clicking on the "+ ADD FIELD" button and remove fields by clicking on the "X" on the right part.
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 column;
- fields in two columns.
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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