Each application features its own settings that you can find within your account settings navigation. This document will focus on the settings that are available for the Deals application.

Accessing Your Deals Settings

  1. Click on your profile picture in the top-right corner. Then, click on Settings.

  2. At the top of the page, you will see two tabs titled General and Apps. Click on Apps.

  3. Then, select Deals from the column on the left.

Managing Deals Settings

Deal Record Preferences

Deals settings focus on two primary topics. The first is creating and managing custom properties for your various deals. You can access this menu if necessary by clicking on the arrow icon on the right.

This screen that appears will look familiar if you have experience with the Deals app and personalizing your deal information.

If you need a hand in managing your custom properties, you can learn more about this topic here.

View Preferences

The second section allows you to switch your deals view between the Board, Table, and List view. If you are unsure of what this means, take a look at the screenshots below for comparison:

Board View


Table View


List View


These are the same options that you can toggle between directly when using the Deals app. Select the view you prefer. Then, click Save.

Finally, you can manage your tag preferences underneath the section titled Tag Preferences. Click on the + icon to add new tags.


Here, enter any word or phrase you wish to use as a tag for your contact records or deal records. When you're satisfied, click Create.

To review a list of all of your tags, click the arrow icon. This causes a list of your tags to appear at the bottom.


You can click the pencil icon to edit an existing tag. You can also click the X to delete an individual tag. If you wish to delete multiple tags at once, look for the red button on the right that reads Delete Multiple. Then, check the box next to each tag you wish to delete. Finally, click Delete.

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