Navigate to the "Opportunities" Section
Start by heading to the "Opportunities" section of your CRM platform.
Access the Additional Information Menu
To include more detailed information on your opportunity cards, click on the "More Info" icon. This will reveal a dropdown menu for additional options.
Choose the Details You Want to Display
Within this dropdown, you have the flexibility to select which items you'd like to display on the card. You can easily toggle each item on or off according to your needs.
Remove Unnecessary Details
If an item is currently displayed and you no longer want it to appear, simply click on the item again to remove it from view.
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