Unlabeled Cards in Opportunity View

Unlabeled Cards in Opportunity View

system update
January 31, 2025•1 min read

Everyone processes information differently. Customizing how an opportunity’s details are displayed allows you to manage it more effectively and maximize results. With Unlabeled Cards and field management in the Opportunity View, you have full control—let’s explore how to use it!

⭐️Why Is This Feature Beneficial To Your Company?

  • Compact View: Keep your opportunities looking fresh no matter how many fields you add by using this tool to condense the information.

  • Search Efficiency: The condensed display allows you to find and copy information from the Opportunity Card without expanding the view.

  • Improved Personalization: Modify the fields and display so your data is to your liking, enabling you to harness control over the details.

⭐️How To Use Unlabeled Cards in Opportunity View?

  1. Navigate to any of your pipelines in the Opportunity section and click "Manage Fields" in the top-right corner.

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  2. Choose the "Unlabeled" layout under Card Layout.

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  3. Select the fields you want in your opportunity card.

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  4. Once satisfied with your card click Apply to save the changes.

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And there you have it! You can now fully customize your Opportunity Card display, giving you greater control over the system and more flexibility in managing information.

opportunities
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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