Skip to content
DealsGuide

How to change the view of deal cards?

Customize deal cards by your preferences.

Each business may want to see specific data on deal cards. So Cocopipe allows its users to customize deal cards by their preferences. It's really easy to do so. You can follow the steps below.

Deal card customization

deal card customization button

Click on the Settings icon which is next to "Create Deal" button on the Deals page.

deal card customization cocopipe

Toggle off/on buttons based on the data you want to see on deal cards.

You can also adjust whether your custom fields are displayed on the deal cards.

Still need help?

Talk to the Cocopipe team

If the knowledge base does not solve it, contact support or book a walkthrough with our team.