Geteilte Anleitung

How to create items on a board

In this guide, you'll learn how to create and manage leads on your sales board.

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·5 Schritte·27 Aufrufe·Veröffentlicht

In this guide, you'll learn how to create and manage leads on your sales board. Follow the simple steps to enter new lead information and effectively track potential customers in your Hot Leads section.

Step-by-step Guide5 Schritte

  1. Click the Leads section

    This will display the list of leads associated with your sales workspace, allowing you to manage and track potential customers.

    Click the Leads section
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  2. Click the 'Click here' input field

    Selecting this input field allows you to enter new lead information. After clicking, you can begin typing the details of the lead.

    Click the 'Click here' input field
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  3. Type a new lead's name

    Enter 'John Doe' in the '+ Add lead' input field to create a new lead entry in the Hot Leads section.

    Type a new lead's name
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  4. Click here to add a lead

    Selecting this button allows you to create a new lead entry in your Hot Leads section. Fill in the necessary details to populate the lead information.

    Click here to add a lead
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  5. Type a new lead's name

    Enter 'Jane Doe' in the '+ Add lead' input field to add a new lead to your Hot Leads list. This action will save the new entry in the system.

    Type a new lead's name
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