Custom Module Board View Management Follow

Salesmate offers a dynamic and visual representation of data, allowing users to manage and track the progress of Custom Records through various stages.

To manage the Board View,

• Navigate to the Custom Module icon on the left menu bar and select the created Custom Module

• Head over to the Board View option on the top right

• You will be redirected to the Board View screen
• In the board view, the columns will be displayed based on the stages you have created.

• You can drag and drop the Stages to reposition 

Here you can perform multiple Actions,

• Create a New Pipeline
• Customize the Card
• Actions Under Stage Title
• Operations under Actions

Create a New Pipeline

To create a New Pipeline,

• Navigate to the All Pipeline option
• Click on the Add New Pipeline options

• Enter the Pipeline Name
• If you wish to Add in any new stages click on Add New Stage
• Enter the Stage Name and select the Status if you wish to keep it Closed.
• Click on Save

Customize the Card

• You can also choose the design of the card and what details should be shown by clicking on the View Settings button and configuring the popup with your desired details

  • Pipeline - Select the Pipeline for which you wish to Customize the Card

  • Add Field - Select the Fields you would like to appear on the Card, you can easily Add or remove the fields.

  • Then, choose the Card Layout,

  • Default - To display the values of the selected fields with their icons on the card.

  • With Label - To display the field label and their values for the selected fields in the card.

  • Compact - To display the values of the selected fields in a compact view.

  • Preview - Will show how the Card would appear with any of the above Card layouts.

• Once you have chosen your preferences, hit the Save button

Actions Under Stage Title

• As you click on the stage Title, it will allow you to perform the following actions,
  • Move Left - This option allows you to move the Stage to Left
  • Move Right -  This option would allow you to move the Stage to Right
  • Update Stage - This option would allow you to Update the Stage
  • Collapse Stage - This option allows you to temporarily hide the Stage
  • Delete Stage - This option would let you Delete the Stage if not required

Operation under Actions

• Head over to the Actions option,
• It lets you perform the following Actions
  • Set Your Default Pipeline: You can set your default pipeline with this option
  • Mass Transfer: This lets you mass-transfer the records
  • Mass Delete: This lets you mass-delete the records
  • Mass Update: This lets you mass-update the records
  • Manage Pipeline: Manage your pipeline using this option
  • Import from Excel or CSV file: This lets you Import your Records using CSV or Excel files
  • Export: This lets you Export your records
  • Recent Deleted Records: Here you can view the records deleted recently