Setting Deal Flags

Labeling your deals just got much better!

Deal flags are a combination of various labels which helps you filter and identify deals much easier.

  1. If you’re in the pipeline view simply right click on a deal card and set a flag
  2. If you’re in the list view, tick the check box beside the deal and set a flag through the Actions button (this can be done to multiple deals as well)

In order to set flags to your deal, make sure you configure your flags within the Pipeline Management (given you are an admin). Or you can request your CRM admin to configure the flags for you.

Watch our video tutorial to understand how to configure and set deal flags here