After doing the initial setup you can revisit the settings through the “cog” icon on the left side of the app.
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Within the Closure Stage, you are able to label your deals through 3 different states:
Won (Green): If a deal is considered “Won”, then you may label it as “Won”
Unqualified (Yellow): If a deal is considered “Unqualified”, then it could signify that the potential business opportunity was unsuccessful because of a lack of interest from the prospect, a need or a problem that is poorly defined or cannot be properly addressed using your solution/service.
Lost (Red): If a deal is considered “Lost”, then it could imply that the deal has fallen through and the opportunity has not been successful (for example, the prospect went to a competitor).
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Since groups are also stored as variables, this implies that groups can be great candidates for further organizing data. For example, they could be used to imply certain types of rates contracts, certain types of locations (local, remote) and so on.
About Automation Settings
If you are looking for the automation settings, you can find that in it’s own section, which can be accessed from the left side with the “cycle” icon. You can read more about automation here