The card layout controls which fields appear on each opportunity card in the Opportunities pipeline view, and in what order. You can set a layout for one pipeline or for all pipelines, and admins can set an account default that everyone sees until they customize their own.
How to Customize Your Card Layout
Navigate to Opportunities and switch to the card (pipeline) view.
Click Card Layout.
Under Apply this layout to, choose This pipeline only or All pipelines.
If you’re an admin, under Who sees it, choose Just me or Everyone (account default).
To add a standard field, click the Add Standard Field dropdown and select the field you want.
To add an opportunity custom field, click the Add Custom Field dropdown and select the field you want.
Drag and drop fields under Reorder or remove fields to change their order.
Click the trash icon next to a field to remove it.
Click Ok to save your changes.
Apply this layout to:
This pipeline only - the layout applies to the pipeline you’re viewing. The pipeline’s name appears next to the option.
All pipelines - the layout applies to every pipeline that doesn’t have its own layout.
Who sees it (admins only):
Just me - the layout applies to your board only.
Everyone (account default) - the layout applies to every user on the account who hasn’t saved their own layout.
Standard fields you can add include Amount, Summary, Owner, Source, Primary Contact, Create Date, and Days in Current Stage.
Which Card Layout Do I See?
When you open a pipeline, VipeCloud uses the first layout that exists in this order:
Your own layout for this pipeline.
Your own All pipelines layout.
The account default for this pipeline.
The account default for all pipelines.
The standard layout: Amount, Close Date, Owner, and Summary.
A layout you save for yourself always wins over an account default. When the pipeline you're viewing uses a layout made for that pipeline, a Customized badge appears next to the Card Layout button on the board. Inside the Customize Card Layout panel, a Customized badge appears next to This pipeline only or All pipelines when that option has a saved layout.
How to Reset a Card Layout to the Default
On the Opportunities card view, click Card Layout.
Under Apply this layout to, choose the option that shows the Customized badge.
If you're an admin resetting the account default, choose Everyone (account default) under Who sees it.
Click Reset to default.
Click Reset to confirm.
The saved layout is removed and the cards use the next layout in the order above. The Reset to default button only appears when the selected option has a saved layout.
Key Notes
Only admins see the Who sees it option. Other users' layouts always apply to themselves only.
If you're not viewing a specific pipeline, the Apply this layout to option is hidden and your layout applies to all pipelines.
Days in Current Stage shows how long an opportunity has been in its current pipeline stage. Primary Contact shows the contact linked to the opportunity. Task fields such as latest task name, task type, and task date show recent activity without opening the record.
The Add Custom Field dropdown lists opportunity custom fields only. Contact and account custom fields are not available here.
There is no limit to the number of fields you can add. Each field makes the cards taller, so fewer opportunities fit on screen.