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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Upvoters
Status

In Review

Board

💡 Feature Request

Date

10 months ago

Author

Yuliya Fortsel

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