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Leads & sales

Create a personal pipeline board

Organise your permitted leads into your own stages.

Where to go

Sales → Pipeline → board controls

Create a personal pipeline board — actual CRM demo screen — Actual CRM 0.53.1 screen with fictional demo data. Click to enlarge; follow the numbered steps below.

Step by step

Open Pipeline and use the custom/personal board controls.
Name the board and set useful stages for your workflow.
Add permitted leads and move them using the available board actions.
Review filters and stage details to inspect the visible leads.

Demo example

Demo stages: New enquiry → Waiting for specification → Follow-up.

FAQ

How many personal pipeline boards can I have?

Up to ten per user. Boards still contain only permitted leads.

Read related guide →

Reviewed 10 October 2026 · CRM 0.53.1