How to create a custom Sales board

Prefer not to use the default Sales board? Here's how to create a new board and choose the stages to include.

This article covers:

Click Settings → Pipeline → Sales board:
Click New sales board:
Give your Sales board a name. Click the toggle button if you want it to display to users by default:

How to edit the columns

After choosing the name, choose what should go in the first column.

For each stage you create in your sales board you can select what type of things it should list:

The name is displayed in the top section of your sales board along with the sum of the column:

These vary depending on the type you chose in Step 1

Order: These are either lost or won orders, meaning they have a probability of either 0% or 100%.

Opportunity: Choose which opportunity stage (a Stage between 1% and 99% is an opportunity)

Appointment: Choose which appointment stage (only showing first appointments is often used)

Choose whether to limit the timeframe that the column will display data for.

Select No date filter to show every entry

Select Other to add a custom time limit:

You can also define how data in your column is sorted. Click Add sorting and click an option:

You can also add an image for each column. Click Select image to find or upload:

Hover over the top of a column and then click and drag to move it around the Sales board:

Click Sales & CRM → Sales board and click the dropdown next to the Sales board name: