Geteilte Anleitung

How to create board groups

This how-to guide will walk you through the process of creating board groups in the Leads area, allowing you to organize and prioritize your sales prospects effectively.

viktoriaviktoria
·4 Schritte·29 Aufrufe·Veröffentlicht

This how-to guide will walk you through the process of creating board groups in the Leads area, allowing you to organize and prioritize your sales prospects effectively. By following these simple steps, you'll learn how to categorize your leads and enhance your sales pipeline management.

Step-by-step Guide4 Schritte

  1. Click the Leads section

    This action will navigate you to the Leads area where you can manage and review your sales prospects and information.

    Click the Leads section
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  2. Click the Add new group button

    Clicking this button allows you to create a new group in the Leads section, enabling better organization and management of your leads.

    Click the Add new group button
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  3. Press a

  4. Type 'Hot Leads' in the field

    Enter 'Hot Leads' into the specified input field to categorize and prioritize your leads within the Leads section. This will help you manage your sales pipeline more effectively.

    Type 'Hot Leads' in the field
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