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
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...
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