Customization in a CRM system helps tailor the software to meet specific business needs, making it more relevant and efficient for users. It allows businesses to adapt the CRM to their unique processes and requirements, improving overall workflow and productivity.

Follow these steps to customize your lead view in the SalesTown CRM workboard.

Step-by-Step Guide to customize the Lead Tile View (Cards)in a Workboard

1. Navigate to Manage Workboard Settings

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the Tools< Manage Workboard option.
  • This will open the Manage Workboard window.

2. Customize Lead View

  • A customization panel will appear with all fields, allowing you to select which fields you want to display in the lead tile view.
  • ON or OFF the switch  next to the field names to include or exclude them from the view.
  • Common fields include Lead Title, Organization Name, Contact Person, Lead Value, Contact Email, Contact Phone, Lead Owner Icon and Activity icon.
  • When switching, the preview will be shown on the right side.
  • In case, you want to choose the No. of leads  visibility in each stage. Enter the Number into the field given.
  • In Order to set the new lead added to be appeared on the Top in every stage. Choose Added first from the dropdown, otherwise default order will be selected. 
  • Once you have selected and arranged the fields, click on the Update button to save your customization.

 

Additional Tips

  1. Consistency:

    • Ensure consistency in field names and arrangements across different views and user roles for better data management and user experience.

  2. User Permissions:

    • Only authorized users should have access to customized lead views to maintain data integrity and consistency.

Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.