As a user managing contacts in GetSales, I want to have a Board View for contacts (similar to a Jira board), so that I can easily track contacts through different pipeline stages and manage outreach more effectively.
As a user managing contacts in GetSales,
I want to have a Board View for contacts (similar to a Jira board),
so that I can easily track contacts through different pipeline stages and manage outreach more effectively.
Context:
Currently, CRM in GetSales supports only List View for contacts.
Managing contact progression through stages (e.g. New → Contacted → Replied → Meeting → Won / Lost) is difficult without a visual pipeline.
Board View would allow users to see the entire pipeline at a glance and drag & drop contacts between stages.
Value:
Improves visibility of the contact funnel.
Simplifies pipeline management for outreach teams.
Reduces the need for external tools (Trello, HubSpot Deals, etc.) to manage contact flow.
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