I would like to add a call to action ‘info-tag’ to my deal cards in the board view.
The point is so that when different team members log on they can immediately identify which deal needs attention and the next step.
The ‘info-tag’ should be editable on that preview page without clicking on the company or anything like that.
Something like a Deal Tag except that I have already reached the limit of 10 deal tag types.
Any workarounds or ideas are much appreciated!
Hi @VSchwidrowski,
I hope you are having a great day.
After taking a look at this documentation it explains exactly how to modify the properties that show on the Deal Cards that are on the Deal Board: Customize the board view for deals, tickets, and custom objects.
*Currently, there is a limit of 4-5 properties per card though so keep that in mind.
However, I could not find the option to add info tags to those cards.
That being said I recommend that you create the idea in our ideas forum and provide your use case in the comments. The more people vote for the idea, the higher the chance it will be reviewed by our product team and potentially considered for implementation in the future.
Best regards,
Diana
hi @DianaGomez
Thank you very much for your reply!
I think I may not have written my query clearly enough. What I meant with ‘Info card’ is something I would like to create. The info card is not a property that exists that you might find or select.
I would like to add a tag that looks similar to the deal tags already there but it is different in the sense that it conveys not information but a ‘call to action’ for the employees. It should be very clear and visible so you can quickly identify what needs attention as soon as you see the board view in deals.
Is there any option for this other than deal tags? As I have already reached my limit of 10 for this.
Thanks for your help!
Hi @VSchwidrowski,
Thank you for the details!
I would like to engage our experts and have them join this discussion.
Hi @Lucila-Andimol, @Gilempert, @JuanGomez0818, do you have any suggestions or have you tried something similar that you would like to share with @VSchwidrowski?
We greatly appreciate your contributions 
Best regards,
Diana
Hi, @VSchwidrowski ,
If you’ve used up all your deal tags, is it possible that you could create workflows with internal notifications based on different criteria. Or perhaps creating views with the different criteria.
For example, if you need to have a list of deals that need attention in the next week, because they have no activity in the last 30 days, you can create that as a view. Then call the view “Focus on those deals” and that can be your sign.
The same would go for the workflows - you create the criteria that a deal needs to meet to be enrolled, then you get the system to send an email with the relevant action to the deal owner.
Will that not work?
Thanks,
Eli
Hi @VSchwidrowski ! How are you?
The new Prospecting Space + Leads feature is perfect for that I believe.
Here’s a video, it’s in Spanish but it can be useful for you so you can check the interface: https://youtu.be/W7DQuzkIqVo?si=hSYPldfy-MuaRS-h
Hope that helps!
Kind regards,
Essentially I would like to be able to edit deal cards in the board view of deals, without opening any other side bars or menus or windows.
Hi @VSchwidrowski ,
Are you familiar with this feature?
Find more info here: Customize the board view for objects with pipelines
Hope that helps!
