📋 What is the Board Module?
The Board is a visual tool (Kanban style) that allows you to manage and observe at what stage of the process each of your customers is at. It is ideal for sales or support teams that need to track actions that take several days or steps to complete.
To access this tool, simply go to the left sidebar menu of your platform and select the Board option.
⚙️ How to configure a Board for a group?
Follow these steps to create a visual workflow adapted to the needs of your different teams:
Select the group: Within the Board module, click on the dropdown menu "Choose a group" and select the department for which you want to configure the funnel (e.g. Sales, Support).
Create your first stage: Automatically, you will see a default column called "New". On the right side, a second empty column will be enabled. Click the "+" button and select the follow-up classification that will represent the second step of your care process.
Add more stages: A third column will be enabled with the "+" button. Repeat the process to add a second follow-up classification and continue building the stages of your funnel.
Display key information: If you wish, click on the dropdown menu "Choose a field". This will allow you to select a customer information field (e.g. Email, ID, Company) that will be visible by default for the Agent directly on the board cards.
Save your changes: Once you have configured your columns and fields, click the "Save" button.
📏 Rules and Editing Options
For your Board to function perfectly, keep the following system rules in mind:
"New" column: This column is set by default and cannot be deleted. All new actions that are entering here and have not yet received any classification from the agent will fall here.
Column limit: You can add a maximum of 3 additional columns (in addition to the "New" column) for each group.
Allowed classifications: To create columns, the system will only allow you to select classifications that have been configured under the Follow-up category.
One board per team: You can configure an independent and personalized board for each existing group in your company.
Reorder (Drag & Drop): If you want to change the order of the stages you added, simply hover over the column header, click, drag and drop it to the desired position.
Delete: To delete a stage, hover over the column header and click the "Delete column" button.
Visualize your success step by step! 🚀
Correctly configuring your Boards will allow you to keep an organized follow-up of each action, ensuring that no customer gets stuck or falls behind in your business process. ✅