Each column is a milestone/stage in your opportunity pipeline. Each column has a total of all the sales opportunities at that milestone according to your loaded view.
Each deal (sales opportunity) is represented by a card that contains:
Hover over a card for additional information:
You can grab any card to move it to any milestone/phase.
The record will be updated accordingly. Your column totals will update, too.
Use your Views button, which is located at the top of the board.
Create and save new views to filter the records on the board according to your needs.
If there are too many or not enough milestones you can edit them, see steps below.
To add a new Milestone, enter a new name in the Pick List Values section.
Then click on the +Add button.
You can move the new milestone to a new spot or save by clicking on the check mark.
To remove a milestone, click on the trash icon and then save by clicking the check mark.
If you have any questions regarding your Sales Board, please feel free to contact our support team via email or chat.