Deal views are available in List, Grid, or Kanban formats. This article details the process for editing the fields displayed when the deal view is set to Grid.
Deal Views in Grid Format give users an at-a-glace look at a few key metrics for each deal. Control which key metrics are displayed by modifying the fields on the layout.
💡Things to Consider
While there is no limit to the number of fields that can be added to the layout, however in order to see all fields without horizontal scrolling, keep columns of fields limited to 4.
There is no limit to the number of rows of fields that can be added to the layout, however the more fields added increases the size of the deal card on the grid and potentially reduces the number of deals that are able to be displayed at a time.
Grid Deal Layouts are unique to individual Deal Views and need to be configured per-view.
⚙️Steps
- Navigate to the Grid View using the icon in the deal view header.
- Select the ⁝ icon, then select "Edit Layout".
- Use the dropdowns to search for fields. Use the ⁝ icon to add fields to the existing row, or add fields to new rows.
- Select Save to update the Layout.
