How to Utilise the Board View for Lead Management:
Accessing Board View:
Select 'Leads' from the main menu.
Switch to 'Board View' using the view options.
Customise the columns as per the sales funnel stages.
Managing Leads in Board View:
Drag and drop leads between columns to update their status.
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.