Quickly edit Aptlet board settings or delete the board entirely.

In this article you'll learn:

  1. How to edit Aptlet board settings including the title, icon, color and description.
  2. How to convert a board type.
  3. How to delete an Aptlet board.

How to edit Aptlet board settings including the title, icon, color and description

  1. From an Aptlet board, click the settings icon in the top right corner.
  2. Click About this aptlet.
  3. Click the icon to change the color and icon on the board. Drag the cursor or slider to the color you'd like or enter the hex or RGB code.
  4. Under Aptlet Name, you can edit the name of the board.
  5. Under Description, enter an internal description of the board.
  6. Click Save.

💡 You can also change the Aptlet board name, color and icon in the top left corner of the board. Just click the icon or type in the name field.

Changing the Aptlet Board Type

You can change a general use board to a lead board -- or vice versa -- in the About this aptlet settings > Aptlet Type selection box.

Lead boards include stage settings that differentiated between closed-won and closed-lost. Use a Leads board for leasing, lease renewals, and owner leads. These settings are a prerequisite for reporting things like conversion rates; it's important to use this board type for lead management.

Answers boards are for Chatbots only. Learn more here.

General use boards are for process management and information storage like inspections, hiring, and company policies. General use boards only have a single closed state and therefor do not report on lead management metrics like conversion rates.

How to delete an Aptlet Board

  1. From an Aptlet board, click the settings icon in the top right corner.
  2. Click Delete Aptlet.
  3. Click Proceed.

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