Did you know that when working on your pipeline, you have the power to customize the way your leads are displayed, so that you can choose what information is shown to fit your needs?
To edit your leads’ card layout to your preference, follow these four easy steps:
1. Open Kommo’s homepage and log into your account.
2. Head over to your Leads section.
3. Once you’re viewing your selected pipeline, hit the three points button in the right upper corner. Then select Edit card layout.
4. A Card view window will open where you can manage all the information you want to see on display in your pipeline.
You can change the values for every field or select no value. These changes will apply to your current pipeline. If you want to apply changes for all pipelines, tick the checkbox above the fields. There you can also choose to display the contact’s avatar and whether you want to display the last message of the lead.
When you are done, don’t forget to click the save button to save your changes.
Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us on Facebook.
Not a user yet? Visit our tour page or contact us for a demo.
