# Customize deal cards Deal cards are designed for one purpose: to let you understand a deal and take action without opening anything unnecessarily. *** ### What a deal card is A deal card is the compact, always-visible summary of a sales conversation. It is what you scan when: * Reviewing reminders * Prioritizing actions * Moving quickly between deals * Working with keyboard shortcuts Deal cards are intentionally minimal. They show only what you decide is important. ### What deal cards show by default By default, a deal card shows: * The person's name * The company name * The deal value This gives immediate context without any configuration. From there, you can fully change what appears. ### Control what appears on deal cards Deal cards display starred fields. From the Preferences page, you can: * Star any default field * Star any custom field * Choose up to three starred fields * Reorder starred fields Only starred fields appear directly on the deal card. This means you decide: * What information is visible at a glance * What requires opening the deal * What is irrelevant and stays hidden ### Use deal cards for more than sales Because deal cards are fully customizable, they are not limited to sales. By changing starred fields, you can use deal cards for: * Sales pipelines * Project tracking * Task coordination * Client onboarding * Recruiting pipelines * Internal workflows * Solo or team collaboration The underlying system stays the same. Only the visible information changes. ### Keep deal cards intentionally small Deal cards are not meant to show everything. If too much information appears on a card: * Scanning becomes slower * Focus is lost * Execution breaks Fluid limits deal card density on purpose. The goal is: * Fast recognition * Clear next actions * Minimal cognitive load Detailed context always lives inside the deal. ### Deal cards and keyboard-driven workflows Deal cards are optimized for keyboard-first work. Because key information is visible: * You immediately know what action to take * You can open links with shortcuts * You can update or move deals without breaking flow For example, hovering over a deal card lets you: * Press **W** to open the website * Press **S** to open social media * Press **C** to open the conversation link * Press **E** to edit the deal * Press **R** to set a reminder * Press **A** to open the activity view Deal cards provide context. Keyboard shortcuts enable execution. Together, they create speed. ### Adjust deal cards as your workflow evolves Your ideal deal card layout may change over time. You can update deal cards at any point by: * Changing starred fields * Reordering field priority * Adapting cards to new workflows No data migration is required. No pipeline rebuilds are needed. ### Why deal card customization matters Most CRMs overload deal views. That leads to: * Slower scanning * Decision fatigue * Avoidance Fluid keeps deal cards small and intentional. You choose what matters. Everything else stays out of the way. ### What to read next * Deals, how deal cards fit into daily work * Keyboard shortcuts, how to act on deals faster * Customize data fields, how deal card content is controlled --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/customize-deal-cards.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.