The CRM board shows your contacts as cards in columns, one column per stage. Drag a card to move someone to the next stage.
- Each card shows the contact, company, number and deal value.
- The total pipeline value shows at the top.
- Use Manage Stages to add, rename, recolour and reorder your stages.
Tip
Pick stages that match how you sell, for example New, Interested, Follow-up and Won.
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