Often you may want to visually represent and look at specific deals within your pipeline. For this, you can change the associated colours of the deal in UPilot.
The colours are quite flexible and can be used however you like!
To change the colours:
- Go to the pipeline section.
- Hover over the deal you want to update the color for
- Click on the colour displayed on the bottom right of any deal.
- Cycle through and select the desired colour from the available options.
UPilot offers a total of 7 different color choices
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- The deal’s colour is now changed.
You can also change the colour of the deal from any open deal. Open the deal you want to change the colour for > Under Description, look for the Color code and select as needed. Pro Tip:
This article is a part of the ‘deals’ series. Articles in this series include:
