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Opportunities - Board View - edit opportunity card fields

  • 13 October 2023
  • 2 replies
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We would like to use opportunities for our product development pipelines.

Is there any chance that you can include all fields in the ‘edit opportunity card fields’ drop down menu?

We would like to show custom field content on the opportunity cards to help us see at one glance what the next step for that project is and when it should be finished.

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Best answer by Steve Holm 18 March 2024, 22:44

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I’d like to see this happen as well. I can’t even seem to add Tags at the moment which would be a great help in making Pipelines useful with mixed projects.

@Rainer @markcridge we are actively working on giving you the ability to customize the pipeline cards to show any data you’d like. This is part of a broader effort to make our Pipelines feature extensible to lots of different types of workflows from sales to project management to recruiting and product development like you mention. Stay tuned!

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