Working in the CRM
Boards, groups and columns
A board holds one kind of record, such as contacts, leads or deals. Each row is one record. Groups split the rows into sections, and columns are the fields every row has. You can change all three.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
The boards you start with
| Board | One row is | Typical groups |
|---|---|---|
| Contacts | A person you deal with | Active Contacts |
| Leads | Someone who might buy | New Leads, Qualified |
| Deals | An opportunity with a value | Active Deals, Closed Won |
| Accounts | A company | Customers, Prospects |
| Client Projects | Work you are delivering | In Progress, Completed |
| Products & Services | Something you sell | Catalog |
| Activities | A call, meeting or task | This Week |
Groups
- Add a group: click Add new group below the last group, or the arrow beside New.
- Rename: double-click the group's title.
- Collapse: click the arrow to the left of the title.
- Delete a group: hover it and use the ⋯ menu to the left of its title.
- Move a row to another group: drag it by the handle that appears at the left of its name on hover.
Column types
| Type | Holds | Good for |
|---|---|---|
| Text | Any plain text | Company, job title |
| Number | Amounts and counts, with an optional prefix such as $ and a total at the foot | Deal value, budget |
| Status | One coloured label from a set you define | Stage, priority |
| Person | Someone in your workspace | Owner |
| Date | A single day | Close date, due date |
| An address; click it to write | ||
| Phone | A number; click it to dial | Phone |
| Link | A URL | LinkedIn, website |
| Activities timeline | Touchpoints logged as bars | Deal activity |
Changing a column
Hover a column's title and open its menu. From there you can:
- Rename it or change its Property type.
- Sort A → Z or Z → A. The toolbar shows Sorted by …; click it to clear the sort.
- Edit options on a Status column: add, rename, recolour or remove labels.
- Hide column. Bring it back from Columns in the toolbar.
- Freeze up to this column, so the columns to its left stay put while you scroll sideways.
- Add column to the right, or Delete column.
Drag a column's title to move it, and drag its right edge to resize it. The + at the end of the header row adds a column at the end.
Deleting a column deletes its values on every row. If you only want it out of the way, hide it instead.