Each card on the sales board displays information you can view and click to edit.
Available fields
Cards display a mixture of general information and Activity-related information under each Stage.
General information
- Company name
- Order value
- Order date
- User name
- Close date
Activity information
Each card also displays Appointments, Phone calls, and To-do's. Click any of these to edit:
You can also see how many steps you've completed in your Sales process. Hover over the number to see what's to be completed, and click to update:
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