How to customize the view of Lead Cards in Kommo

 

Introduction

Leads play a crucial role in the sales process. One way to ensure the majority of your leads turn into sales is to simplify your lead management process. Configure the appropriate display on the card Kommo Leads can be the key to optimizing your sales. In this tutorial, provided by Team Bytebio, you will learn step by step how to customize your lead card view and get essential information about your leads without any extra clicks.

Step 1: Accessing the Sales Funnel

To get started, access the sales funnel in Kommo Leads. In this section, you will find all of your active leads, each with a contact name, company name, and lead title. However, the default view may not display all information relevant to you. We will customize lead cards to best suit your needs.

Step 2: Configuring the Lead Card Display

To start customizing your lead card view, click the ellipsis icon in the top right corner of the card. Then select “Card Views”.

Step 3: Adding Custom Fields

When you open the lead card view configuration window, you will find a list of settings that can be applied. To add a new field, choose one of the values ​​from the company or contact categories. Keep in mind that you can have a maximum of seven fields displayed and that this customization is only available to account administrators or users with editing rights.

Step 4: Choosing Essential Fields

Start by choosing the fields that are most relevant to you. The “Contact Name” field is essential and should not be removed. Then choose whether you want to display the “Company Name” or “Contact Phone Number”. Depending on your preference and the type of information you need, select the appropriate field.

Step 5: Customizing the Display

Then further customize the lead card view to your individual needs. Choose the “Responsible User” to be displayed in the sales funnel. If you believe the “Lead Title” is not relevant, remove it from the card.

Step 6: Using Custom Fields

Custom fields are a great way to add specific information to your lead card. If you created custom fields, now is the time to use them. For example, you can add a “Services Required” field to specify the customer’s needs.

Step 7: Adding Extra Information

Finally, add more extra information to your lead cards. You can choose to display the “Sale Value” to track values ​​while viewing cards. Additionally, the “Lead Creation Date” can be useful information for keeping track of when each lead was created.

Step 8: Applying Settings

After customizing your lead card view, you can apply these settings to all sales funnels or set different views for each. Make sure all your settings are correct before saving.

Conclusion

Customizing the display of lead cards in Kommo Leads allows you to save time and access the most important information about your sales leads without any extra clicks. By following the steps in this tutorial, you can simplify the lead management process and increase your chances of success. Remember that a personalized view can be crucial in turning your leads into actual sales. The team Bytebio We hope that this tutorial has been useful and that you make the most of the features of Kommo leads.