The panel's core sections
Sales board
Each sales stage is a column and each customer a card. Drag a card to change the customer's stage.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When you want to see where each customer is on the way to buying, and who is stuck.
Step by step
- 1
At the top, pick the sales pipeline (if you have more than one); the columns are its stages.
- 2
Drag a card to another column to change the stage; the change also shows in the case and in the dashboard funnel.
- 3
Click a card to open the customer's case; make a task with a due time there for the next step.
- 4
Use the filters to see only one teammate's cards, one source, or hot leads.
Common mistakes
- Many cards move on their own (after a payment receipt, for example); move them by hand only for exceptions.
- If a column you need is missing, add it in Stages & tags.