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.
Thanks for reaching out!
We might need a little more information here – could you please create a ticket at https://trello.com/contact?
Also, it might worth exploring the Templates gallery. Here's a CRM Pipeline template that looks helpful: https://trello.com/templates/sales/crm-pipeline-lrAIa0JW
Look forward to hearing from you,
The Trello Team
Hi, Atlassian Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Tre...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events