Lead Board View

Lead Board View

Lead Board View

How to Utilise the Board View for Lead Management:

  • Accessing Board View:

    1. Select 'Leads' from the main menu.

    2. Switch to 'Board View' using the view options.

    3. Customise the columns as per the sales funnel stages.

  • Managing Leads in Board View:

    1. Drag and drop leads between columns to update their status.

    2. Use filters to display leads based on criteria such as date, status, or agent.

Why This Matters: Board View provides a visual representation of the sales pipeline, allowing for quick adjustments and ensuring that all leads are actively managed throughout the sales process.

Tags: Lead Board View, Sales Pipeline, Visual Management, Drag and Drop, Lead Filtering, Lead Management, Sales Funnel, CRM Features, User Guide, Pipeline Management


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