Step 1: Add properties
Select Add property to add other properties from your CRM that you want to display on the deal card and deal detail within Introw.
Step 2: Configure which properties you like to make editable
Configure the deal properties you want your partner to edit (ex. deal stage, close date) so they can drive the deal and you receive updates on these changes automatically.
Step 3 (optional): Change the display name of the properties
You can change the display label of your CRM deal properties to make them more partner friendly or match with the language of your partners.
β
Example: if your partners are based in France but your CRM is in English, Introw allows you to display the CRM properties in French by adjusting the display label. You can do this for any pipeline embed so you can create a French deal pipeline and a German deal pipeline all based on the same data from your CRM.
β