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How To See Additional Information On An Opportunity Card

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Angie | PurpleCow Digital
Updated 1 year ago

First go to the "Opportunities" tab.

 

Click On More Info Icon

When you wish to add more useful info to your cards, click this More Info Icon and a submenu will drop down.

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Select The Items You'd Like To See

In this submenu, you can choose any of the items listed, as well as turn them on & off.

 

 

Select The Items You'd Like To Remove

If it is already shown and you wish to turn it off, simply click the item again and it will stop showing.

 

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