Understanding ConnectWise Opportunity Cards

The parts of an opportunity card are:

1. Opportunity ID. You can easily copy the opportunity ID to your clipboard by hovering over the number with your cursor, then clicking the icon that appears.
2. Card menu, with these functions:
   1. Send to Top: ranks the opportunity at the highest priority in the column
   2. Send to Bottom: ranks the opportunity at the lowest priority in the column
   3. Edit Opportunity: view and change various properties of the opportunity
   4. Open in ConnectWise: open the opportunity in the ConnectWise web app. You can also click the opportunity title to do this.
3. Opportunity summary. Click the summary to open the opportunity in a new tab in the ConnectWise web application. Hold the Shift key and click the summary to open the opportunity in the existing tab.
4. Company name
5. Sales rep and inside rep
6. Length of time since the opportunity has changed stages in TopLeft. This is only shown if the column's "Status Age" option is enabled.
7. Expected close date. This is shown if the board's "Show expected close date" option is enabled.
8. Age of opportunity. This is shown if the board's "Show opportunity age" option is enabled.