Creating a Board
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.
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