How Can I Set Up the Deal Type on the Board

Deal type on the board contains several fields that display certain information.

These fields can be set up in “Board Settings” in the “Deal type on the board” section. The maximum number of fields that can be displayed is 6. They are:

  • added / edited on;
  • heading;
  • price;
  • additional field (up to 3).

For each field, you can select the desired type of information that will be displayed. For example, for the “Heading” field, you can set up the name of the deal, client’s name, organization, title, etc.

Note: A board type can be set up only by those users who have editor rights or full access.

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