Sales Board
Are you after a more visual overview as an alternative to the classic list view in Lime CRM? This is now possible with Sales Board, where information is displayed with badges on a board, much like the popular project planning format.
Compatibility
Desktop, Cloud
Category
Sales, Helpdesk, Project Management
Developer
Lime Technologies
Languages
English, Swedish
Adapted to different tabs
The add-on has been developed to be linked to different tabs in Lime CRM. It can, for example, be used on the “Deals” tab to show deals won and lost, for the whole company or for a specific sales rep. In the same way, Sales Board can display projects, project activities and improvement areas.
Filters and samples
Sales board uses filters and samples to perform quick filtering. The add-on can thus be updated to show the active list view. A small warning triangle in the list indicates that there is an active filter. Open a card in Sales Board by clicking on the relevant item.