Partners Support Log In
Frank Hagan


    Back to Top

    Converting to Card View

    About Converting to Card View

    Applies to: All ONTRAPORT accounts.

    This article is intended to spur ideas about converting an existing sales funnel using Tags, fields, or other systems to ONTRAPORT's Card View.

    Converting from Something to Card View

    We made a Sample Campaign that explains how you can convert your existing stage indicators to a Dropdown Field so you can use it in Card View.

    1. Log into your ONTRAPORT account.
    2. Click this link to install the Campaign (see video below).
    3. Follow the instructions in the Campaign checklist. 

    Articles in this section

    Created - Updated
    Have more questions? Submit a request