How to manage tabs in deal cards
Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.
Go to your pipeline > Settings. You will see the General, Documents, Payments, Tasks, Products, Calls and Contacts system tabs. While you cannot edit or delete these tabs, you can disable all except General by turning off the toggle
If your tab includes required fields, you cannot disable or delete it.
You can also rearrange tabs in your card. Hover over your tab to the left of its name and drag it.
To add a new tab, click + Add tab at the bottom of the list, and set it up in the modal window:
| Tab name | Enter a tab name of up to 128 characters. |
| Fields |
Add the fields you created in the Fields tab. Added fields will only appear in this tab so that you can move fields from one tab to another. |
To delete a tab, click the trash can icon. Any fields within the tab will automatically move to the General tab.
Last Updated: 11.03.2025
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