You can organize your deals using color coded labels. Only administrators are able to change label text.

Setting up labels

On the board or list view, click the menu button, then click the Change Labels button.

When your Fuseboard account is setup, we setup seven color labels. You can change the text for each by clicking next to the desired color and enter your label text. Your changes will automatically save.

Adding Labels to Deals

From the board view, click the snapshot icon on the card to view the deal snapshot. You can then change the labels by clicking them and checking the suitable labels. You can also do this from the deal details area by opening up a deal and clicking on the label(s) located under the deal name at the top.

Did this answer your question?