Steps for managing the lead cards
1. After creating the opportunity, click on the edit icon from the top right.
Note: Learn 'How To - Add an Opportunity'.
2. Click on 'Prospecting' tab.
3. Prospecting is a form that you can configure from the setup. Select the fields from the custom fields.
Note: Learn 'How To - Add a Custom Form'.
4. Click on the 'Tags' tab.
5. Enter the tag manually or select the existing tag by clicking on 'View Existing Tag'.
9. You can generate a specific action item for the opportunity. After entering the action item name, click on 'Add' to include the action item.
Note: Learn more about notes features from here 'How To - Record and Track Notes'.