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Customizing the view of opportunity cards | AvanttoCRM

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Customizing the view of opportunity cards

Change view.

Click on Manage Fields.
1. Choose information: Select up to 7 fields you want to display on the cards.
1. Adjust the layout: If necessary, customize the arrangement of the elements.
1. More options: Scroll down to find additional settings.

Save the changes: Click on Apply to confirm.