How it Works¶
To be able to use Lime CRM Sales Board on a tab you must have an option field on the card. Each option in that field will be converted into a lane in Lime CRM Sales Board. All the records currently visible in the active tab will be converted into a card in the corresponding lane.
Use in multiple tabs¶
Lime CRM Sales Board can be set up to show data from multiple Lime CRM tabs, each with unique settings of how to show the records and what information to show for each record. Examples of usage are:
- Deals: View the current pipe or all deals, won or lost. Either for the whole company or for a specific salesperson at the time.
- Projects or project activities: What are my current project activities and what phase are they in? Development, testing, ready to launch etc.?
- Helpdesk cases: Get an overview of new, ongoing, parked and finished cases. Perhaps for the current week or a certain team?
- Development tasks: Similar to project activities, Lime CRM Sales Board will give a nice overview of the current work being investigated, developed, tested etc.
- Solution improvements: This tab is part of the Lime CRM Core database and is a good way to keep track of changes, fixes or wishes that need to be fixed in your Lime CRM solution. Use Lime CRM Sales Board to easily see what is being done right now and what comes next.
Fast filtering¶
Lime CRM Sales Board shows the records that your currently open tab contains at the moment. This means that fast filtering your list will make Lime CRM Sales Board remove cards that were filtered out when refreshing it. A warning triangle icon will appear left of the board title when a filter is applied on the list.
Click to open¶
Click any card in Lime CRM Sales Board and the corresponding record will be opened.