Board

The Board is your leads as columns, one per step they go through. You build it yourself — a new academy’s board is empty.

• Building your board
  Adding, renaming, ordering and deleting blocks, and the fields every lead is asked.
• Working the board
  Moving leads, filtering by person and date, a block’s own page, and bringing in a group.

Owners, and anyone whose role has the CRM permission, see the CRM.