Service boards
If you sell very different things — say home loans and insurance — each can have its own board with its own statuses, separate from your main pipeline.
1
Open Service Boards → Create Service Board and name it after the business line.
2
Add the statuses for that line in order, and mark which ones close the lead.
3
Put leads on the board and move them through its statuses as the work progresses.
Publishers
Publishers are external partners who refer leads to you — agents, affiliates, channel partners. Add each one in Publishers with their name, company, email and phone, and link the leads they send so every referral is credited to the right partner.
Note: Service boards and publishers depend on your plan — Billing in the app shows whether yours includes them.
Still stuck?
WhatsApp us on +91 99103 43016 or raise a ticket from Support Tickets inside the app.
Related guides
Leads, stages and the pipelineHow leads are captured, de-duplicated and scored, and how to move them through your own pipeline stages.Contacts and companiesOne record per person and per company, linked automatically to every enquiry they make.My Day, follow-ups and tasksPlan every rep's day: follow-ups with reminders, tasks, missed follow-ups and SLA alerts.