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DRyland
Member

Deal Tag Visibility - List View

SOLVE

I have created Deal Tags to highlight Deal Priorities High, Medioum & Low

 

These Deal Tags are visible in the Deal Board View but not the List View

 

I have tried to add them via Edit Columns and searching for Deal Tags, however the Deal Tag Option and Check Box do not show ?

What am I doing wrong ?

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1 Accepted solution
CTA9
Solution
Contributor

Deal Tag Visibility - List View

SOLVE

Hi @DRyland,

1. If you want to assign deal Priority then there is an option of "Priority" on the Deal creation page, you can use that.

2. To show Deal Priority in the list view you need to click on edited columns > search for "Priority" > Select "Priority" > Drag the "Priority" tab to the top(Just under "Deal Name") and save > Following screen will appear.

CTA9_0-1680774545719.png

 

Thanks

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1 Reply 1
CTA9
Solution
Contributor

Deal Tag Visibility - List View

SOLVE

Hi @DRyland,

1. If you want to assign deal Priority then there is an option of "Priority" on the Deal creation page, you can use that.

2. To show Deal Priority in the list view you need to click on edited columns > search for "Priority" > Select "Priority" > Drag the "Priority" tab to the top(Just under "Deal Name") and save > Following screen will appear.

CTA9_0-1680774545719.png

 

Thanks