Customize Opportunity Cards in GoHighLevel Board View
If you use ClickUp alongside GoHighLevel to manage projects and sales, you still need clear opportunity cards inside your CRM. In this guide, you will learn exactly how to customize opportunity cards in the GoHighLevel board view so your team can see the most important deal details at a glance.
The steps below are based on the official GoHighLevel documentation and walk you through opening the board view, editing the visible fields, and saving a layout that matches your sales process.
What Are Opportunity Cards in GoHighLevel?
In GoHighLevel, each opportunity card represents a lead or deal inside a pipeline stage. When you use the board view, these cards appear as draggable tiles you can move between stages such as New Lead, Qualified, and Won.
By default, each card displays basic information such as name, contact details, and pipeline values. However, every business tracks different data, so customizing what appears on these cards helps your team focus on the right information.
- Faster pipeline reviews
- Less clicking into each record
- Consistent sales workflows
Access the GoHighLevel Board View
To start customizing opportunity cards, you first need to open the pipeline board where the cards are displayed.
- Log in to your GoHighLevel account.
- Select the appropriate Sub-Account from the left sidebar.
- Navigate to Opportunities in the main menu.
- At the top-right of the opportunities section, click the Board icon to switch to the board view if you are not already there.
Once the board view loads, you will see your pipeline stages as columns and each opportunity shown as a card.
Open the GoHighLevel Card Customization Settings
GoHighLevel lets you configure which fields are visible on every pipeline card, so you can highlight details like value, tags, or appointment times.
- In the board view, locate the top-right area above your columns.
- Click the three-dot menu (often labeled as More Options or similar).
- From the dropdown, look for an option labeled Customize Cards or equivalent (the exact wording may vary slightly, but it will refer to card appearance or card fields).
- Click this option to open the card customization panel.
The customization panel controls what appears on each opportunity card everywhere in that board view for the selected pipeline.
Choose Which Fields Show on GoHighLevel Cards
Inside the customization panel, you can select which data points should display on each GoHighLevel opportunity card. This typically includes both default and custom fields.
Select Default Fields for GoHighLevel Opportunity Cards
Default fields are built into your CRM and commonly used on all opportunities.
- Contact name (lead or company)
- Status or pipeline stage
- Opportunity value
- Assigned user or owner
- Creation date or last updated date
To enable or disable these:
- Find the Default Fields section in the customization panel.
- Check the boxes for the fields you want visible on each card.
- Uncheck fields that add clutter or are not essential for quick review.
Add Custom Fields to GoHighLevel Cards
If your GoHighLevel account uses custom fields, you can display them directly on opportunity cards to create a more tailored view.
- Scroll to the Custom Fields area in the customization settings.
- Browse through available custom fields such as source, product type, or priority.
- Tick the checkboxes next to any fields that should appear on the card.
Showing relevant custom fields makes it easier to filter, prioritize, and understand each opportunity without opening its detail view.
Arrange the Order of Fields on GoHighLevel Cards
Once you choose the fields, you can also control the order in which they appear. GoHighLevel usually supports drag-and-drop ordering inside the customization panel.
- In the card customization window, click and hold the handle or field name.
- Drag the field up or down to change its position.
- Place the most important information, such as value and owner, toward the top of the list.
Reordering fields ensures your team sees the most critical data first when scanning through the pipeline.
Preview and Save Your GoHighLevel Opportunity Card Layout
Before finalizing, you should quickly review how the cards look in the live board view.
- After setting fields and their order, locate a Preview or direct visual update of a sample card in the panel.
- Confirm that all key data is visible and not overcrowded.
- Click Save or Apply to store your configuration.
- Return to the main board view and scan across multiple columns to check the new layout.
If something looks off, reopen the customization settings and adjust fields or their order until the layout feels balanced and readable.
Best Practices for GoHighLevel Card Customization
To keep your board view clear and efficient, follow these simple guidelines when customizing opportunity cards:
- Limit visible fields to the essentials needed for quick decisions.
- Use concise custom field names so cards remain easy to read.
- Highlight action-driving data such as next appointment, value, and status.
- Align with team workflows so every user understands the card layout.
- Review periodically and update the card fields as your sales process evolves.
Where to Learn More About GoHighLevel Board Customization
For deeper details and the latest interface screenshots, consult the official GoHighLevel support article used as the basis for this guide: Customize Opportunity Cards in Board View.
If you want expert help implementing a complete CRM and automation strategy around your GoHighLevel pipelines, you can also visit Consultevo for consulting and optimization support.
Summary: Streamline Your Sales Pipeline in GoHighLevel
By tailoring opportunity cards in the GoHighLevel board view, you make your pipeline more visual, actionable, and aligned with how your team sells. Use the card customization panel to choose the right mix of default and custom fields, arrange them in a logical order, and regularly refine the layout as your processes change. With a few quick adjustments, your sales reps can understand every opportunity at a glance and move deals forward faster.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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