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Help & Learning
Use our Knowledge Base to get started with Saleslook and find tutorials.
Card Colors/Source of Lead
The Pipeline can display various Colors and Flags. Each 'card' in the Pipeline can have a particular color (shown below in the various hues of yellow, pink, green, etc) to track specific lines of business. The colored 'flag' at the top right of each card lets you track the Source of Lead.
To edit this section click on the palette icon (shown below) to popup the Card Colors and Source of Lead box.
To select a Card Color and/or Source of Lead this is done from within the New (or Edit) Opportunity box.
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