Details of Cards
It is obligatory to enter specific data when adding a new card:
- Name of the card (in the top left-hand corner)
- Status of the card
- Owner of the card (on top of the middle column). Anyone can be an owner who has access to the module.
Feel free to use the other fields as well. The purpose is to store enough information on cards to manage sales and follow-up processes efficiently. By doing this, your company can operate efficiently and you can avoid unnecessary administration by accessing every data you need when performing a task.
It is recommended to use the Lead qualification, Sales steps and Is hot fields that are available in the new Sales module.