Move leads through your pipeline

In this video, you'll see your leads on a board, and move one to the next stage. Leads shows each person who is interested in your bakery, in the stage they have reached. Each column is a stage, with the value of the deals inside it. Tara is ready for the next step. Open the menu on her card, and choose Interested. You can also drag a card. Drag Dev from Follow-up to Negotiation. Fliok saves each move at once, so your whole team sees the same board. For more short guides, look for the Watch how button at the top of the page.