Customize, Act, Close Faster :rocket: Opportunities V2 - Mobile App! Lead Management Reimagined for You!

Modified on Mon, 1 Sep at 3:11 AM
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.
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.