A CRM Board helps you manage and track leads through different stages of your process.
Steps to Create a Board
Go to:CRM → Board → New Board
Enter Board Name
Example: Sales Funnel Training
(Optional: Add a short description)
Click Go to Columns
Create columns based on your workflow, for example:
New – New or interested leads
Scheduled Visit – Meeting scheduled
Visit Done – Meeting completed
Won – Lead converted
Once added, your board is ready. Start moving leads between columns as they progress.