Workflows and Deals
Change Deal Tile Colour
Users can assign a colour to the deal tile. This feature further enhances team collaboration and deal board navigation.
Colours don't have any specific meaning or ability to assign a message in the settings - they are simply colours. It is up to users to associate colour with the specific message.
For example, red can mean urgent deal and green can be a VIP client. Users can also simply mark a specific deal in a different colour so that they can easily find it on the deal board.
- Click on three dots on deal tile
- Pick a colour from the list
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