Card View shows your records as cards, like business cards, sorted into columns by stage. You can see at a glance where everyone is in a process, like a sales funnel or client onboarding. And you can move people forward just by dragging their card. It's built for sales teams and anyone who works with clients by phone or in person. Managers get a quick snapshot of how many records sit in each stage, and where things stall.
Go to Contacts and pick the group you want to work with. Card View works with groups of fewer than 25,000 contacts. Then click the Card View button in the top right. The Card View settings open.
Under Column Settings, choose the field that becomes your columns. Each value in a dropdown or color field becomes one column. So a Lead Status dropdown with New Lead, Considering Purchase, and Completed Purchase gives you three columns. If the field doesn't exist yet, click Add, then Create new field, and make a new dropdown.
Next, set up the cards. Full Card shows more information. Mini Card shows just three fields, so more cards fit on screen. Choose which fields appear on each card, and use Sort Cards By to put the most important records at the top of each column. You can also pick a color field to add a color bar to each card. For example, green, yellow and red can show how long it's been since your team last contacted a lead, so the reds get attention first. Click Save. You can open these settings again any time with the gear button.
When you drag a card into another column, Ontraport updates that field on the record. You don't need to open it. And because a field changed, that move can trigger any automation you've set up, like assigning a follow-up task. It works the other way too: when an automation changes the field, the card moves to match.
You can also select cards and use group actions, just like in Table View. Send an email or SMS, add people to an automation map, add a tag, or set a field value.
Card View settings are saved for each user and each group. So a sales rep can have a view of only the contacts they own. A marketing manager can have one filtered by lead source. And an onboarding team can track new clients from welcome call to their thirty-day check-in. Switch groups, and Ontraport remembers how you set up each one.
Card View also works for custom objects. Deals and Companies have their own Card View built for sales teams, with sales stages as the default columns.
Before you build, plan your stages. Decide whether people will move through them by hand or by automation, and if it's automation, which actions update the field. Then test with a few fake contacts before you go live.
To switch back to rows, click the Table View button. So: pick a group, choose a dropdown or color field for your columns, set up your cards, and drag to update records and trigger your automations. Next up: Quick View.