Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on the deal card. Now, users can manually select and link the label with specific form fields.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02114851/image2-11-1024x468.png)
- Navigate to the Forms module.
- Select a form, then click on the “Action” button.
- Choose “Form Automation” from the dropdown menu.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02114930/image3-9-1024x493.png)
- Now, while creating deal cards, users have the option to map labels with specific form fields:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02114954/image4-5-1024x420.png)
- Include relevant data during the form creation process, and it will be displayed as a custom label on the deal card.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02115024/image1-13-1024x462.png)
- The label will then be displayed for the respective deal card.