You can easily personalise the look and feel of your workflow board, as well as signing behaviour and have additional automation control. You can also use our dark mode option

Board and user interface

Options presented here influence the look of your deal tiles.

You can choose to show the following on the deal card: deal labels | deal owner, partner (referrer) and/or primary client images | settlement or finance due date | and deal value

Sign in behaviour

If switch is turned on for this option, first page upon login will always be the dashboard page.

Dialogs and automation

With this option, when moving a deal via drag-and-drop from workflow view, you will have a choice to select which or if any automated emails should be sent to clients from that deal.