Have you ever ever needed to tailor the information in your lead board playing cards and see issues like lead confidence, associated individuals, or an anticipated shut date with out having to open the lead’s web page?
Introducing new customizable lead board cards in Nutshell!
Now you’ve gotten the facility to decide on which fields are displayed in your lead board playing cards. Plus, you’ll be able to reorder the fields to raised assist your staff’s wants!
Study extra about this thrilling new function!
What are you able to do with customizable lead board playing cards?
The brand new customizable board view allows Nutshell admins to customise the knowledge on their lead board playing cards to completely assist their staff’s distinctive wants. Admins also can change up lead card customization for every of their firm’s pipelines, adapting Nutshell to how their staff works finest.
You’ll be able to add as much as eight fields to show on a pipeline’s lead board playing cards. This consists of the default lead title and worth fields, which might’t be eliminated. Choose from Nutshell’s offered fields or your organization’s customized fields—the choices are almost countless!
Together with the customizable lead playing cards come just a few extra lead board enhancements:
- Use the “Kind & customise” button to shortly kind your leads by worth, shut date, open date, and subsequent exercise time
- Hover over lead card fields to see their labels
- Hover over the lead standing icon to see its label
How will the customizable board view profit my firm?
Customizable lead board playing cards make Nutshell extra adjustable to your staff’s processes. Need to have the ability to open your lead board view and instantly have entry to info like lead cellphone quantity, origin, or open date? With customizable lead board playing cards, now you’ll be able to.
And since lead board playing cards are customizable per pipeline, you’ll be able to modify the playing cards to go well with completely different gross sales processes. Select to show the lead’s cellphone quantity and any associated individuals in your new gross sales pipeline, and the date you final contacted them in your buyer success pipeline. The selection is yours!
FAQs about lead board card customization
How do I customise my lead board view?
Head to your lead board in Nutshell and click on the “Kind & customise” button on the fitting. Then choose “Customise lead playing cards.”
Subsequent, you’ll be able to choose the fields you wish to seem in your lead playing cards. Click on the “Re-order fields” tab to pull and drop fields within the order you favor. Click on “Save & replace” to make the modifications dwell.
How a lot are you able to customise on lead board playing cards?
You’ll be able to customise the variety of fields, which fields are proven, and the order they seem.
The place do personalized lead board playing cards seem?
When an admin in your Nutshell account customizes lead board playing cards for a pipeline, the modifications seem throughout your group. Nevertheless, lead board playing cards may be personalized per pipeline to assist your staff’s completely different gross sales processes! For instance, if your enterprise has 5 pipelines, you’ll be able to customise the lead board playing cards otherwise for every.
Who is that this function accessible to?
Lead board customization is simply accessible to prospects on Nutshell Professional plans and above. Solely admins in your plan can customise lead board playing cards. To improve your plan, contact our sales team.
Customise Nutshell to work the best way you do!
These enhancements will assist your staff work sooner and handle buyer relationships extra effectively. We’re excited to see how your enterprise makes use of customizable lead board playing cards to regulate the best way Nutshell works to your staff.
Completely satisfied Nutshelling!
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