Before you begin
Board view is best when you want a stage-by-stage pipeline view. Table view is better for column comparison and bulk edits.
Use the board
- Open Contacts or Leads board view
- Review each stage column
- Open a card to view details
- Move a card when the person advances to a new stage
- Use stage rules from your admin when deciding where a record belongs
What you should see
Each record should appear in one stage, and moving it should update the stage shown on the detail page.
Common issues
- Cannot move card — your role may not include stage edit permission
- Stage missing — ask an admin to review pipeline stage settings
- Board feels crowded — use filters, queues, or table view