From customizable stages to full-detail views and lightning-fast actions, here’s what’s new and why it helps you close deals better than ever.

🤔 You spend hours digging through pipelines, clicking into cards just to find key details, and switching between tabs or tools to take the simplest action. Quick follow-ups get buried, important context gets missed, and your team wastes time on clicks instead of closing deals.

✨ We’ve reimagined lead management so your pipeline works with you and for you. From personalized card layouts to quick actions and integrated tabs for notes, tasks, and appointments — everything is now connected in one modern, intuitive workspace.

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How This Supercharges Your Business

• Save Time: Fewer clicks, instant details, faster actions.

• Boost Revenue: Quick follow-ups lead to more closed deals.

• Empower Teams: Customizable views for clarity and control.

• Delight Customers: Respond faster, follow up consistently.

🛠️ How to Get Started

1. Customization

• Go to Opportunities → Settings → Customize Cards → Choose from 40+ fields and Quick actions

• Activate: Select up to 7 fields and choose your quick actions

• Save and see your personalized cards instantly in the pipeline

2. All New Pipelines

• Go to Opportunities → Pipelines to view your updated stages

• Interact with customized cards — take quick actions (call, notes, tasks, tags, stage change) directly from the card, with badges showing active items

• Work faster with a clean, modern pipeline view that puts everything you need just a tap away

3. All-in-One View

• Click on any Opportunity Card inside your pipeline

• Use the top quick actions (call, message, tag) or switch between tabs — Details, Tasks, Notes, Appointments, Transactions to manage everything in one place - Edit info, add updates, and track activity seamlessly without leaving the opportunity view

💡💡 Pro Tip: Watch for counters on conversations, notes, tasks, and tags so you never miss an update.

📌 Important Info

Q1: When is this going live?

A: This is live! Update the mobile app to start using.

Q2: Will this reset the way cards and fields currently appear on mobile?

A: Yes, this update will reset your current mobile card layout and fields.

Q3: What will be the default fields on the new Opportunity cards?

A: Name, Value, Owner, Source, Business, and Lost Reason

Q4: How many fields can I show on each Opportunity card?

A: You can display up to 4 custom fields on each card. In addition, 3 bonus fields—Name, Value, and Owner will always appear on the top line of every card by default when selected.

Q5: What will be the default actions available on cards?

A: Message, Add Tag, Add Task, and Move Opportunity

Q6: Will this customization change how Opportunities appear on desktop?

A: No, this change is limited to the mobile app only.

Q7: Is the new version and changes applicable only to mobile app?

A: Yes, the customization and layout updates apply to the mobile app only. All of this is already available on Web, will continue to work as per your setup on Web.

Q8: Will change in customization on Mobile change the Web layout and vice versa?

A: No, changes made on Mobile app applies only to layout on the Mobile app and same goes for Web.