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.

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