Lead Pipeline Alternative

We can’t upgrade beyond starter yet, so is there a way to manage my leads like the Trello/Board format - so I can move then through from cold to not interested, or into our deal pipeline? Thanks

Hi @Ame,

If you’re referring to the lead object specifically, then no. If you would like a board view for contacts, then yes. Simply use this option in the top right corner of the contact index page (Menu > CRM > Contacts).

Best regards

Brilliant thank you SO much - I did not notice that at all!!! #Gamechanger! Can I ask you a couple more questions here to should I create new topics?

@Ame if it’s also concerning contact management through pipeline stages, then this thread is fine. For additional topics, a separate thread is the best option :slight_smile:

OK great, thank you.

It was if was in a contact how to manually make then an ‘unsubscribed’?

But maybe a separate one is better so then others will know a question is answered?

Btw, on your previous answer I can’t find out how to mark it as a solution? Only reply or add an emoji?