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New Lead
Contacted
Demo Scheduled
Proposal Sent
Closed Won
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Under the Flow Builder Menu, towards the left-hand side, we can find the feature “Boards” just below the “Bot Users” function, and it’s almost the middle of the page.
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Below you can see we have deleted the 5th Column - Closed Lost
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Now let’s see, how to use this Boards Section.
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We shall show the Visual Flow Builder
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In this way, the Board parameters can be set when a Calendly Appointment is done.
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The other way of Changing the Board Parameters is going to the Live Chat . In Live Chat, select the User and at the right hand side list, at the bottom, you can see the Board Function.
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After the Changes have been done at the Live Chat as above, we can see the changes happened in the Board page as below:
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One last way of accessing the Board feature is through the Bot Users.
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In this way, you don’t have to move or export the context towards a CRM system like Hubspot . You can alone create your own sales pipeline. You can create a new Board for appointment systems.
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In one workspace we can only have one Board. In this Board, we can have a maximum of 20 Columns.
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