Shared guide

How to reorder board groups

Learn how to effectively reorder board groups to prioritize important leads in your workspace.

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·3 steps·28 views·Published

Learn how to effectively reorder board groups to prioritize important leads in your workspace. This guide walks you through accessing your leads, adding new entries, and moving groups for better visibility and management.

Step-by-step Guide3 steps

  1. Click the Leads section

    Clicking on the Leads section will display your current leads and their statuses, allowing you to manage and track them effectively.

    Click the Leads section
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  2. Click here to add a new lead

    By clicking this link, you will initiate the process to create and add a new lead to your Leads table, allowing you to capture essential information and track potential opportunities.

    Click here to add a new lead
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  3. Click the Move to top option

    This action will move the selected group to the top of the list, prioritizing it for visibility in your workspace.

    Click the Move to top option
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