Customise the card details on the enquiry cards on your pipelines

Choose the contact details you want to show on your enquiry cards within your pipelines

John King avatar
Written by John King
Updated over a week ago

With this feature, you have the ability to customise the details that show on the enquiry card front within your pipelines.

For example, you may want to show a company name instead of the customer's name and in addition, add in an extra info field like a date or a product or service of interest.

To set this up, follow the simple steps in this video to set this up on your pipeline/s.

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