CRM board
The board shows customer enquiries and progress through the company’s sales stages. Stages are configured for the company.
Lists and stages
Switch between leads and CRM deals, apply available filters and open a card from a stage. Change the stage with Stage in the card menu on the board or Change stage inside the card, if you have the Stage change right; cards cannot be dragged. A stage change moves the card along the CRM pipeline; it does not execute a VORKO deal action.
Data updates
The board shows customer cards according to rights and filters. A CRM deal linked to a VORKO deal shows a progress strip on its board card: its segments are the stages given a VORKO event in Stages and card view, and the caption shows the latest event of the VORKO deal. The strip only displays progress and changes nothing in the VORKO deal.