You can easily personalise look and feel of your workflow board.   Click on Settings and go to My Personalisation tab.

Simply switch on and off options to find the best look and feel for your deal cards and workflow board.

You can show contact instead of deal owner images, remove segments, due date and deal value from deal card, etc.

For example, deal card with these settings would look like this:

With other options switched on (segments, due date, deal value and add button), deal card can look like this:

If you need more assistance, have a look at our support video tutorial.



Did this answer your question?