Step-By-Step Guide to Accessing Your Deals Settings
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to the Apps Tab:
At the top of the page, select the 'Apps' tab.
3. Select Deals:
From the column on the left, select 'Deals'.
Managing Deals Settings
1. Access Custom Properties:
Click on the arrow icon on the right. This will bring you to a familiar interface if you have experience with the Deals app, where you can personalize deal information. Here you can create new properties, remove properties, and modify the layout of information for your deals.
2. Switching Between Deal Views:
You can alter your deal view between the Board, Table, and List views.
These view options can also be toggled directly within the Deals app. Choose the view you prefer, then click 'Save'.
Managing Tag Preferences
The Tag Preferences section offers the function to manage your tag preferences.
1. Add New Tags:
Click on the '+' icon in the Tag Preferences section. Enter any word or phrase you would like to use as a tag for your deal records. When you're satisfied, click 'Create'.
2. Review and Edit Tags:
Click the arrow icon to display a list of all your tags at the bottom. You can click the pencil icon to edit an existing tag.
3. Delete Tags:
To delete an individual tag, click the 'X'. If you want to delete multiple tags at once, click 'Delete Multiple' on the right, check the box next to each tag you wish to delete, and then click 'Delete'.