Tinting leads

After installing the widget, you need to go to the Settings section to the "Tinting deals" tab

After clicking on the tab, a window with widget settings will open.
Transactions can be colored by priority, by date and by responsible person

For further configuration, you need a field in which the configuration will be carried out. This field must be of type "List" and have one or more value options.
In our example there will be the following values:

In the widget settings, you must enable the Tint by priority checkbox and select a field

In the Color field, select a tinting color, in the Value field, specify the list value

To add a new value and color, click on +

If it is necessary for transactions to be colored by date (or several hours before a certain time), for this it is necessary that the transaction have a field with the “Date” / “Date and Time” type. Next, fill in the widget settings fields “Color”, “How many hours before” and “Date field”.

If the checkbox is enabled Do not tint if the date has already arrived
Then upon the arrival of the date/date and time specified in the deal, the deal stops tint

If transactions need to be colored by owner, then you need to enable the Color by owner checkbox, select the color and owner
To add a new owner and the color of his transaction, click on +

If the checkbox is enabled, the tinted deal will look like this

If the checkbox is disabled, the tinted deal will look like this

After completing the settings, you need to save them by clicking on Save

In the settings you can enable the checkbox Color tasks / Color imbox

When the functions are enabled in the Tasks/Imbox tab, tasks/conversations will be tinted with the color of the transactions associated with them

You can configure shading for both an individual manager and a group.

To do this, go to settings and click Add settings for user groups and configure as described above.