Navigating to the Deals Section
Switching to List View
Navigate to Sales and Deals, and then switch to the List View if you are currently on the board view.
Editing Columns
Click Edit Columns and select the important properties to display. These should include:
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Pipeline
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Deal Stage
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Amount
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Deal Owner
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Associated Contacts
You can rearrange the order of these columns and then click Apply.
Viewing Columns in List View
After applying, you’ll see these properties displayed as columns. You can return to this panel anytime to adjust or add/remove properties again by clicking Edit Columns.
Viewing Deal Properties on the Deal Record
Opening a Deal
Open any deal record to see:
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Deal Name
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Amount
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Deal Stage
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Pipeline
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Deal Owner (under “About this deal”)
Customizing the Deal Sidebar
To add or remove properties in the sidebar:
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Go to Settings
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Click Record Customization
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Select Customize the left sidebar
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Click Edit Default View
You’ll be able to:
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Search for properties
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Add or remove them
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Rearrange their order
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Save the changes
Switching to Board View
Key Deal Card Properties
In Board View, you'll want these to appear on the deal cards:
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Amount
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Deal Owner
(Deal Stage and Pipeline are already part of the visual layout, so no need to add them)
Customizing Deal Cards
To customize what shows up:
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Navigate to Settings
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Click Pipelines
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Choose the pipeline you want to edit
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Select Customize Deal Cards
Remove unnecessary fields (e.g. Closed Date), and add Deal Owner if it’s missing. Click Save, then refresh the pipeline view.
Once updated, your deal cards will show:
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Deal Name
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Amount
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Deal Owner
If Deal Owner is missing on any card, that means it hasn’t been assigned yet.