Shared guide

How to use the Status column

This how-to guide walks you through utilizing the Status column in your leads management workflow.

viktoriaviktoria
·3 steps·23 views·Published

This how-to guide walks you through utilizing the Status column in your leads management workflow. Learn how to update task statuses from 'Not Started' to 'Done' to effectively track progress and manage your CRM more efficiently.

Step-by-step Guide3 steps

  1. Click the BoardLeads button

    Clicking the BoardLeads button will direct you to the leads management section, where you can view and manage your CRM leads.

    Click the BoardLeads button
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  2. Click the 'Not Started' status option

    Clicking the 'Not Started' status label will allow you to update the status of the task, indicating that it has not yet been addressed. This action can help in managing your workflow more effectively by tracking the progress of each task.

    Click the 'Not Started' status option
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  3. Click the 'Done' status

    Selecting 'Done' updates the task status, indicating it is pending review and necessary feedback.

    Click the 'Done' status
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