CRM pipeline (Kanban board)

Drag customers between stages like New lead, Quote sent and Won, and see the value in each stage.

1. Set up your board

   Press Edit board to rename stages, pick colours and mark each stage as Open, Won or Lost. Add column adds a stage. Make several boards with New board (for example Sales and Support).

2. Add chats

   Press Add chats on a column, tick the chats and press Add. You can also add the open chat from the CRM chip in the top bar.

3. Move a customer

   Drag a card to another column. In a chat, press Ctrl K and choose Move this chat to “Won” without opening the board.

4. Open a profile

   Click a card to see and edit the full profile, notes and deal value. Open chat jumps to the conversation.

5. Use a column

   A column’s ⋯ menu has Export this column (Excel) and Send a campaign to this column.