Customize opportunity cards, use quick actions, and manage your sales pipeline with GHL Customer Care Opportunities V2. Learn how to personalize fields, track lead activity, and manage deals from the mobile app.
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Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface.
What You'll Learn
This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts, quick actions, and integrated detail views that streamline your lead management workflow.
You'll discover how to personalize your pipeline, take immediate actions on opportunities, and access all lead information in one unified screen—reducing clicks and accelerating deal closures.
Opportunities V2 is GHL Customer Care's redesigned mobile lead management interface that provides personalized card layouts and integrated functionality for sales teams on the go. This update consolidates opportunity details, quick actions, and contextual information into a unified workspace, reducing the need to navigate through multiple screens or tabs.
The mobile experience allows you to customize which fields appear on opportunity cards, execute immediate actions like calling or messaging, and access comprehensive lead information—all from a single, intuitive interface designed to accelerate your sales process.
What is Opportunities V2 Mobile App? (image 1 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "What is Opportunities V2 Mobile App?" section of "Opportunities V2 Mobile App".This screenshot appears in the "What is Opportunities V2 Mobile App?" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 1 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
2Key Benefits
The redesigned mobile opportunity experience delivers measurable improvements to your sales workflow by eliminating unnecessary navigation and consolidating essential actions into a single interface.
Save Time — Access critical opportunity details with fewer clicks and faster navigation through your pipeline.
Boost Revenue — Execute quick follow-up actions directly from opportunity cards, accelerating your deal closure rate.
Empower Teams — Customize card views to display only the information your team needs for clarity and control.
Delight Customers — Respond faster with integrated notes, tasks, and appointments accessible from a single screen.
3Customizable Opportunity Cards
Opportunity cards can be tailored to display only the fields and quick actions that matter most to your workflow. Choose from over 40 available fields and configure up to 7 custom fields per card, ensuring your pipeline shows exactly what you need at a glance.
Default Fields
Standard Card Layout
Each opportunity card displays Name, Value, and Owner on the top line by default. You can select up to 4 additional custom fields from options including Source, Business, Lost Reason, and 37+ other available fields.
Quick Actions
Configure Card-Level Actions
Default quick actions include Message, Add Tag, Add Task, and Move Opportunity. You can customize which actions appear on your cards to match your team's most frequent workflows.
Customizable Opportunity Cards (image 2 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "Customizable Opportunity Cards" section of "Opportunities V2 Mobile App".This screenshot appears in the "Customizable Opportunity Cards" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 2 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
Pro Tip
Customize your card layout to prioritize the fields your team checks most frequently, reducing the time spent opening detailed views for routine information.
4Redesigned Pipelines
The updated pipeline interface provides a modern, streamlined view of your opportunity stages with interactive cards that support direct actions. All critical lead management functions are accessible without leaving the pipeline view, eliminating context switching and reducing friction in your workflow.
Interactive Cards
Direct Actions from Pipeline View
Take immediate action on opportunities including calling, adding notes, creating tasks, applying tags, and changing stages—all directly from the card without opening detailed views.
Activity Badges
Visual Status Indicators
Active badges display counters for conversations, notes, tasks, and tags on each opportunity card, providing instant visibility into lead activity without opening the full record.
Redesigned Pipelines (image 3 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "Redesigned Pipelines" section of "Opportunities V2 Mobile App".This screenshot appears in the "Redesigned Pipelines" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 3 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
5All-in-One Opportunity View
The detailed opportunity view consolidates all lead information into a single screen with tabbed navigation for different information types. This unified interface eliminates the need to navigate between separate screens to view call logs, messages, tasks, appointments, or transaction history.
Quick Actions Bar
Immediate Engagement Options
Access top quick actions including call, message, and tag directly from the opportunity detail view for instant lead engagement without leaving the screen.
Integrated Tabs
Consolidated Information Access
Switch between Details, Tasks, Notes, Appointments, and Transactions tabs to view and manage every aspect of the opportunity in one unified interface. Edit information, add updates, and track activity seamlessly without changing screens.
All-in-One Opportunity View (image 4 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "All-in-One Opportunity View" section of "Opportunities V2 Mobile App".This screenshot appears in the "All-in-One Opportunity View" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 4 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
Pro Tip
Watch for counters on conversations, notes, tasks, and tags in the tab bar—these indicators help you identify which areas need attention without opening each tab individually.
Ready to Get Started?
Set Up Your Custom Pipeline
Follow the setup steps below to configure your personalized opportunity cards and start closing deals faster.
6How to Set Up Opportunities V2
Setting up the enhanced mobile opportunity experience requires customizing your card layout and familiarizing yourself with the updated pipeline interface. Follow these steps to configure your workflow for maximum efficiency.
Customize Your Opportunity Cards
Step 1
Access Card Customization Settings
Open the mobile app and navigate to Opportunities → Settings → Customize Cards.
Step 2
Select Fields and Quick Actions
Choose from 40+ available fields and select the quick actions you want to appear on your opportunity cards.
How to Set Up Opportunities V2 (image 5 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "How to Set Up Opportunities V2" section of "Opportunities V2 Mobile App".This screenshot appears in the "How to Set Up Opportunities V2" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 5 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
Step 3
Activate Your Configuration
Select up to 7 fields (including the 3 default fields: Name, Value, and Owner) and choose your preferred quick actions.
Step 4
Save and Apply Changes
Tap Save. Your personalized opportunity cards will refresh instantly in your pipeline view.
How to Set Up Opportunities V2 (image 6 of 6)What this shows Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a…What this showsIllustrates the "How to Set Up Opportunities V2" section of "Opportunities V2 Mobile App".This screenshot appears in the "How to Set Up Opportunities V2" section of "Opportunities V2 Mobile App". For context, this section explains: Opportunities Opportunities V2 Mobile App Customize opportunity cards, execute quick actions, and manage your entire sales pipeline from a unified mobile interface. What You'll Learn This guide walks you through the redesigned Opportunities mobile experience, covering customizable card layouts…. This part of the guide covers 1 field, listed below.Image 6 of 6
Fields in this part of the guideOpportunities V2 Mobile Apps
Buttons and menus referencedSave TimeBoost RevenueEmpower TeamsDelight CustomersSaveOpportunities → Pipelines
Navigate the Updated Pipelines
Step 1
Open Pipeline View
In the mobile app, navigate to Opportunities → Pipelines to view your updated stages.
Step 2
Interact with Customized Cards
Explore the updated stages and interact with customized cards. Execute quick actions such as calling, adding notes or tasks, tagging, and changing stages directly from each card.
Use the All-in-One Detail View
Step 1
Open Opportunity Details
Tap any opportunity card within your pipeline to open the detailed view.
Step 2
Execute Quick Actions
Use the top quick actions for immediate engagement, including call, message, and tag functions.
Step 3
Navigate Information Tabs
Switch between tabs—Details, Tasks, Notes, Appointments, and Transactions—to manage every aspect of the opportunity in one unified screen. Edit information, add updates, and track activity without leaving the detail view.
Note
This update will reset your current mobile card layout and fields to the default configuration. You will need to reconfigure your preferences using the customization settings after updating the app.
7Frequently Asked Questions
Q: When is this update available?
The Opportunities V2 mobile app update is live. Update your GHL Customer Care mobile app to access the enhanced features.
Q: Will this update reset my current mobile card layout?
Yes, the update will reset your current mobile card layout and fields to the default configuration. You will need to reconfigure your custom fields and quick actions through the customization settings.
Q: What are the default fields on opportunity cards?
Default fields include Name, Value, Owner, Source, Business, and Lost Reason. Name, Value, and Owner always appear on the top line of each card when selected.
Q: How many custom fields can I display on each opportunity card?
You can display up to 4 custom fields on each card. Additionally, 3 bonus fields—Name, Value, and Owner—always appear on the top line by default when selected.
Q: What default quick actions are available on cards?
Default quick actions include Message, Add Tag, Add Task, and Move Opportunity. You can customize which actions appear on your cards through the settings.
Q: Will these customization changes affect how opportunities appear on desktop?
No, these customization changes are exclusive to the mobile app. The desktop view remains unchanged.
Q: Do changes to mobile customization affect the web layout?
No, changes made on the mobile app apply only to the mobile layout. The web layout continues to work according to your existing web configuration. Customizations are platform-specific.
Q: Is the Opportunities V2 experience available only on mobile?
Yes, the updated customization and layout enhancements described in this article apply exclusively to the mobile app. Similar functionality is already available on the web platform and continues to function according to your existing web configuration.
8Related Articles
Explore these resources to deepen your understanding of opportunity management and mobile app capabilities in GHL Customer Care.
