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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

Hi Jennifer,

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,

Lara
The Trello Team

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