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Help · CRM · Profiles

Choose what each card shows on Enquiries

Make every card show the few things you look for first.

1 min readFor all rolesIn review

In review: written from the product, not yet walked through live.

1Show the cards, then open Card fields

Click Cards (1) at the top of the list, then Card fields (2) in the toolbar.
Cards (1) chosen, and Card fields (2) in the toolbar

Open Enquiries

2Pick the fields, then Apply

Tick the fields a card should show (1), then Apply (2). Every card changes at once.
The Card fields picker (1) and Apply (2)

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Common questions

Does this change the table’s columns?

No. Columns are for the table; Card fields are for the cards.
Next in ProfilesFilter enquiries by who last updated them →

Previous: Group a list by stage, status, owner or any field · All Profiles guides

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Choose the columns a list shows, and their order

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Move an enquiry to another stage on the Board

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See each enquiry’s next step, and add a follow-up where there is none

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