How can I add a new card to my CRM?

Created by Help Flozy, Modified on Mon, 04 Dec 2023 at 05:40 AM by Help Flozy

You can add a new card to your CRM in just a few quick steps.

  1. Navigate to the Boards hub from your Flozy dashboard and select the CRM dashboard that you would like to edit.

  1. As we can see, this CRM has multiple lists (Lead, Contacted, Replied, etc.). For the purposes of this tutorial, I will add a new card to the Replied list. To do this, simply click the Add a card button.

  1. Enter a title for your new card and click Add card.

  1. Congratulations! You have just added a new card to your CRM. Click on your new card to add more information to it.

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