You may have noticed that we added a new view in your leads tab: the Board view with drag-and-drop pipeline management. If you haven't seen it, click on your leads tab and check out this new Board view, with drag-and-drop pipeline management!
Board view organizes your leads on cards in columns, with many filter options that you can save and share. You also have the ability to sort your leads in a way that is suitable to managing your business, such as by your next activity due. We have already received a lot of positive feedback and hope you feel the same.
Sales reps love it because they can:
- Quickly see what needs to be done next
- Easily move leads from one stage to another
- Keep tabs on the general health of their pipeline
- Save time cleaning up leads
Michael Nowakowski Jr, owner of AHT Auto Equipment found immediate value on the new Board view. Michael explained, " The fact that my employees can now spend less time with lead clean up actually motivates them to keep their pipeline clean. There is direct value for us because time is money and spending less time on maintenance in turn motivates my reps to sell more."
Check out our KB article for specifics.
Let us know what you think!