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I need a board that I can link clients that give me leads then link the leads. Any suggestions?

I need a board that I can have a leads system on. I need to link the leads with the person who gave it to me then be able to follow up and see if I have made contact with them and when I made the contact. 

 Then I need to be able to link those contacts with the other contact if they become clients.

1 answer

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Lara Atlassian Team Nov 18, 2020

Hi Jennifer,

Thanks for reaching out!

We might need a little more information here – could you please create a ticket at

Also, it might worth exploring the Templates gallery. Here's a CRM Pipeline template that looks helpful:

Look forward to hearing from you,

The Trello Team

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