In the world of sales and marketing, customer relationship management (CRM) is an essential tool to help you manage sales pipelines and customer interactions. One important aspect of CRM is tracking leads through the sales process, from initial contact to close. One popular method for visualizing this process is through the use of the Synuma Lead Board.

The Lead Board is a visual management tool that helps teams organize and track work in progress specific to the Sales Module. It consists of columns that represent each phase in the timeline, and cards that represent individual leads. As leads progress through the timeline, cards will automatically move from one column to the next, providing a clear visual indication of their status.

One of the advantages of using the Lead Board to track lead statuses is that it is easy to see the overall status of the sales pipeline at a glance. By looking at the board, team members can quickly see how many leads are in each phase of the timeline, and identify any bottlenecks or issues that need to be addressed. This can help teams stay on top of their sales targets and ensure that leads are being properly nurtured throughout the sales process.

Another advantage of the Synuma Lead Board is that it is a flexible tool that can be customized to meet the needs of different sales representatives. Teams can add or remove information on the individual lead cards as needed that will be specific to their login and not impact any other users views.

To customize the information on the individual Lead Cards, click the 'Customize button' in the far right corner of the board. In the popup window that appears, select the fields you would like to see, or deselect the fields you would like to hide. Click 'Update' at the bottom to save your changes.

In conclusion, the Lead Board is a powerful tool for tracking your Synuma Pipeline. By visualizing each phase in this way, teams can stay on top of their sales targets and ensure that leads are being properly nurtured throughout the sales process. Whether you are just starting your franchise or part of a massive sales team, the Lead Board can help you improve your sales process and close more deals.

For questions about the Lead Board functionality, contact your Synuma Support Specialist using the in-app chat.