I need help with building a board \ template suggestion for the bellow scenario -
We have Lead come in via 4 sources: Website, book a meeting, outreach and contact us form - we want to integrate them into a “incoming leads” board.
That boards needs to show us the Lead source (where it came from)
Also we need a Lead table with stages that has an automation every stage to the next stage (cycle?) as bellow -
- New Lead - Columns for first meeting + B, A, N, T,
after completion of above status’s New lead will change to >
- Opportunity >
- Demo Request\POC >
Final stage - 4. Negotiation
Is there anything like this or a way to create this?
Thanks in advance!