The deal card is the first thing your sales team sees when they open a record. By default, it shows basic information, but you can customize it to display the fields that matter most to your sales process. This guide walks you through customizing deal cards using Zoho CRM's layout editor, adding custom fields, and creating tailored views for different teams. Technofog helps you design the perfect deal card to boost productivity and keep your team focused on what matters.
Why Customize the Deal Card?
Faster Decisions
Surface critical fields like deal stage, amount, probability, and next steps without clicking into details.
Reduce Clicks
Sales reps spend less time searching for information. Custom cards put the data they need front and center.
Role‑Based Views
Show different fields to sales reps vs. managers. Tailor the card to what each role needs to see.
Step‑by‑Step: Customizing the Deal Card
Access Layout Editor
Go to Setup → Customization → Modules → Deals → Layout. Click the pencil icon next to the layout you want to edit (usually Standard).
Edit the Record Preview Card
In the layout editor, locate the "Record Preview" section. This is the deal card that appears when you click on a deal in list view or the summary panel.
Add, Remove, or Reorder Fields
Drag fields from the left palette into the preview area. Remove fields by clicking the X. Rearrange by dragging. Save changes.
Add Custom Fields
If you need a field that doesn't exist, first create a custom field in the "Fields" section. Then add it to the preview card.
Use Conditional Display (Advanced)
For power users: you can use custom functions or workflows to show/hide fields based on deal stage or other criteria. This requires Deluge scripting or workflow rules.
What to Put on Your Deal Card
Essential Fields
- Deal Name
- Amount & Stage
- Closing Date
- Account Name
- Owner
Sales‑Specific Fields
- Probability (%)
- Next Activity Date
- Competitor
- Lead Source
- Forecast Category
Manager Fields
- Expected Revenue
- Days in Stage
- Win/Loss Reason
- Custom Approval Status
Advanced: Conditional Display with Deluge
// Deluge script to conditionally show/hide fields on deal card
// This script can be triggered via custom function in layout
dealId = input.ID;
dealRecord = zoho.crm.getRecordById("Deals", dealId);
stage = dealRecord.get("Stage");
if(stage == "Negotiation")
{
// Show discount fields dynamically
result = Map();
result.put("Discount_Eligible", "Yes");
result.put("Discount_Amount", dealRecord.get("Proposed_Discount"));
}
else if(stage == "Closed Won")
{
result = Map();
result.put("Win_Notes", "Closed successfully");
}
else
{
result = Map();
result.put("Discount_Eligible", "N/A");
}
return result;
💡 You can use such functions to dynamically set values or control visibility. For advanced conditional cards, Technofog builds tailored solutions.
Best Practices for Deal Card Customization
Limit to 5‑7 Fields
Too many fields clutter the card and defeat its purpose. Keep it concise to avoid information overload.
Use Section Headers
Group related fields (e.g., "Deal Details", "Timeline") to improve readability.
Create Multiple Layouts
If different teams or departments use the deal module, create separate layouts with tailored cards.
Success Story: Sales Team Productivity Boost
📉 Before
- Deal card showed only basic fields
- Sales reps had to click into each deal to see amount, stage, and next steps
- Average time to review a deal: 45 seconds
🚀 After Technofog
- Custom deal card with 6 key fields (amount, stage, probability, next activity, owner, closing date)
- Average review time dropped to 10 seconds
- Sales team reported 30% faster pipeline reviews
"Technofog helped us redesign our deal card to show the fields that actually drive our sales decisions. Now our team can quickly scan deals without opening each one. It's a small change that made a huge difference in productivity."
— Emily Tran, Sales Operations Manager
Frequently Asked Questions
Can I customize the deal card differently for different profiles?
Yes. You can create multiple layouts and assign them to different profiles or roles. This allows managers to see additional fields while reps see a streamlined view.
Will customizing the deal card affect list views?
No. The deal card is independent of list view columns. List views are configured separately in the module settings.
Can I add images or icons to the deal card?
While standard layout editor doesn't support images, you can use custom functions or HTML fields to display icons conditionally.
How do I revert to the default layout?
You can create a copy of the standard layout before editing, or simply remove fields to return to the default state.
Ready to Optimize Your Zoho CRM Deal Cards?
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