Learn how to customize mobile opportunity cards, select the fields and quick actions your team needs, use activity counters, navigate the redesigned pipeline, and manage opportunity details, tasks, notes, appointments, and transactions from one mobile view.

The Opportunities V2 changes described here apply to the mobile app. Mobile card customization does not change the Opportunity card configuration used on the web. The V2 update also resets the previous mobile card layout to the default configuration, so users may need to reconfigure their preferred fields and quick actions after updating.

Opportunities V2 is a redesigned mobile experience for managing opportunities and sales pipelines. It combines customizable opportunity cards, direct actions, activity indicators, and a consolidated detail view so users can review and update deals without moving through multiple mobile screens.

The mobile experience is designed for common sales tasks such as checking opportunity details, contacting a lead, adding tags, creating tasks, moving an opportunity, reviewing notes, checking appointments, and viewing related transaction information while working away from a desktop.

The redesigned mobile experience puts frequently used opportunity information and actions closer to the pipeline itself. This helps mobile users spend less time navigating between screens and more time reviewing and updating active deals.

• Faster Pipeline Reviews: Display the opportunity fields your team checks most often directly on each card.
• Quicker Follow-Up: Use card-level quick actions for common activities such as messaging, tagging, creating tasks, and moving opportunities.
• Personalized Mobile Views: Customize mobile cards independently from the web opportunity layout.
• Better Activity Visibility: Use counters for conversations, notes, tasks, and tags to identify records that need attention.
• Consolidated Deal Management: Open an opportunity and move between details, tasks, notes, appointments, and transactions without leaving the opportunity view.

Mobile opportunity cards can be customized so the information displayed in the pipeline matches the fields your team relies on most often. More than 40 field options are available, allowing users to create a mobile layout that reflects their sales process.

Each card can display up to seven selected fields in total. Name, Value, and Owner occupy the primary card area when selected, and up to four additional fields can be displayed beneath them. Additional field options can include information such as Source, Business, Lost Reason, and other supported opportunity fields.

Choose the fields that make each opportunity easiest to review from the mobile pipeline.

Quick Actions

Opportunity cards can also include quick actions so common tasks can be completed without opening the full record. Default quick actions include:

• Message
• Add Tag
• Add Task
• Move Opportunity

The updated pipeline experience combines opportunity stages with interactive cards so users can review and act on deals without repeatedly opening separate screens. This makes the pipeline useful as both a status overview and an action workspace.

Direct Actions from Opportunity Cards

Supported card actions allow users to perform common tasks such as contacting a lead, adding notes, creating tasks, applying tags, or changing an opportunity's stage without leaving the pipeline.

Activity Counters

Activity badges can display counters for conversations, notes, tasks, and tags. These counters provide a quick indication of how much activity is associated with the opportunity before the full record is opened.

Use card-level actions and activity indicators to manage opportunities directly from the mobile pipeline.

Opening an opportunity displays a consolidated detail view that brings several types of opportunity activity into one mobile workspace. This reduces the need to move between separate areas when reviewing a lead or completing follow-up.

Top Quick Actions

Use the quick-action bar for common engagement options such as calling, messaging, and applying tags.

Integrated Information Tabs

Switch between the available opportunity tabs to review and manage:

• Details
• Tasks
• Notes
• Appointments
• Transactions

Open a single opportunity to access its details, tasks, notes, appointments, and transaction information.

Configure the mobile opportunity experience around the information and actions your team uses most often. After updating the mobile app, review the card settings first because the Opportunities V2 update resets the previous mobile card configuration.

Open Customize Cards to choose which opportunity fields and quick actions appear in the mobile pipeline.

If the mobile Opportunities experience is missing, the card layout looks incorrect, or an expected field or action is unavailable, review the checks below before contacting support.

• The redesigned experience is missing: Confirm the mobile app is updated to the latest available version, then restart the app.
• Your previous card layout disappeared: This update resets the previous mobile configuration. Open Opportunities → Settings → Customize Cards and configure the fields again.
• A field is missing from a card: Confirm the field is selected in Customize Cards and that the opportunity contains a value for that field where applicable.
• Too many fields are selected: Review the seven-field card limit and remove lower-priority fields if necessary.
• A quick action is missing: Review the quick-action configuration in Customize Cards and confirm that the required action is selected.
• The web layout looks different: Mobile and web Opportunity card layouts are configured independently.
• An activity count looks unexpected: Open the opportunity and review the corresponding Conversations, Notes, Tasks, or Tags information.
• An expected opportunity is missing: Confirm you are viewing the correct location, pipeline, and stage and review any active opportunity filters.
• Issue continues: Collect the mobile app version, device type, operating system version, location and pipeline name, affected opportunity, card configuration, and screenshots of the issue before contacting support.