Viewing Extra Details on an Opportunity Card

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.