Click the BoardLeads section
After clicking on the BoardLeads section, you will access the specific board dedicated to managing leads within your workspace, enabling you to organize and track lead activities effectively.
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How to customize board descriptions
Learn how to customize board descriptions in your workspace by navigating through the BoardLeads section and adding a concise description to enhance clarity.
viktoriaLearn how to customize board descriptions in your workspace by navigating through the BoardLeads section and adding a concise description to enhance clarity. This guide will equip you with the steps to effectively organize and communicate the purpose of your lead management board.
Step-by-step Guide4 steps
Click the Leads tab
This action opens the Leads section where you can manage your tasks, view their status, and add new tasks.
Loading screenshot…100%Click the 'Add a description' field
This action allows you to enter a brief description for the Leads section, helping to clarify the purpose or details of the project.
Loading screenshot…100%Type a description in the Leads section
Enter 'Track and manage all leads' in the description field to provide context for the lead management process. This will help team members understand the purpose of the lead board.
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