You can create a custom Sales board to fit your team's sales processes.

To create a custom sales board, complete the following steps:

1. Select the Settings icon in the upper right corner of your Upsales screen.
2. Select Settings.
   
3. From the left-hand menu, select Sales board from the CRM section.
   
4. On the Custom sales boards screen, select + New sales board.
   
5. Enter a Name to identify the sales board.
6. Turn the Default toggle on if this sales board should show automatically when users navigate to the sales board screen.
   
7. For the first column, select Orders, Opportunities or Appointments from the New column drop down list.
8. Enter the Name for the column.
9. Select the Stages or Appointment types, depending on which type of column you chose.
10. To filter what shows on this sales board, select a Time period or Close date filter from the drop down list.
11. To sort what shows on this sales board, select +Add sorting and chose the sorting option from the drop down list.
12. To include an image on this column select + Select image and navigate to the image you want to use.
13. Select Done.
14. Repeat steps 7-13 for additional columns.
15. Once you have finished adding and defining the columns, select Save.

Now the sales board will be available for users either as a default or to select from the Sales board views.