Customizing Kanban view card elements

Navigate to the Kanban view within the Deals section.

The boxes in each Deal Stage column are known as cards in the 4Degrees platform. You can customize the information that is shown on these cards.

To customize the details on the cards, click the Customize cards button.

When you get to the cards elements page, you can change the details that appear on the card by buttons next to each field. Once you've made the necessary change, click the Save button to save your work. 

After you've saved your new preferences, the fields you turned on should be visible on your cards.

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