Sales pipeline and stages

The Scrumboards CRM shows your leads on a board, with one column per pipeline stage. The first time, click Criar funil Comercial (Create Sales pipeline): it comes with the stages Entrada (Incoming), Qualificação (Qualification), Negociação (Negotiation), Ganhamos (Won), and Perdemos (Lost). Later you can change names, colors, and order in CRM › Etapas (CRM › Stages).

Create the pipeline

  1. In the menu, click CRM.
  2. If your company doesn't have a pipeline yet, click Criar funil Comercial.
  3. Done: the board appears with the five default stages.

Customize stages

  1. In the menu, open CRM and then Etapas.
  2. Click Nova Etapa (New stage), type the name (for example, Proposal sent), and choose a color.
  3. To change a stage, click the pencil and save.
  4. To change the order, drag the stage by the Reordenar (Reorder) handle.
  5. To delete, click the trash icon and confirm in Excluir etapa (Delete stage).

Important tip: Scrumboards treats any stage whose name contains “ganh” (as in Ganhamos) as won, and any name containing “perd” (as in Perdemos) as lost. If you rename these stages, keep those letters in the name. See Mark a deal as won or lost.

Work on the board

  • Click Novo Lead (New lead) to add a contact manually.
  • Drag a card from one column to another to change its stage.
  • Use search by name or company, and the owner, tag, and date filters.
  • Click a card to open the lead's profile, with history, contact channels, and actions.

Leads also come in automatically through the lead capture form and the CRM API.

Frequently asked questions

What happens to leads if I delete a stage?

The screen warns you that leads in that stage may be affected. Before deleting, move the cards to another stage.

I can't edit the stages. Why?

Editing stages requires permission to edit the CRM. Moving leads between stages also depends on permissions. Viewing the CRM appears in the role as Visualizar leads (View leads).

Is the CRM included in my plan?

The CRM is a plan module. If it doesn't appear in the menu, see Plans and limits.