Create and Manage Cards

A Card represents a single lead, task, or deal inside your CRM board. It moves across different stages like New → Scheduled Visit → Visit Done → Won.

Step 1: Create a Card Layout #

1. After creating stages, click Go to Card.
2. Remove the sample text.
3. Add required Super Fields (lead details), such as:
   • First Name
   • Last Name
   • WhatsApp Number
   • Budget
   • Property Type
4. Use the + icon → Text to add fields.
5. Use + icon → Buttons to add actions like:
   • Open Chat
   • Move Chat

You can customize button size, color, and card design.

Step 2: Add Filters (Optional) #

• Go to Filters
• Add conditions for qualified leads (if required)
• Click Create Board

Step 3: Add Contact to Board #

1. Go to CRM → Contacts
2. Open a contact and update the required super fields
3. Save changes
4. Open the board to view the contact as a card

Step 4: Update Lead Details #

• Click on the variable (Super Field) inside the card
• Enter values (e.g., Budget: 50 Lakh)
• Save and refresh to see updated data

Step 5: Move Leads Between Stages #

You can:

• Drag & drop the card to the next stage
• Or use the Move Chat button to select the desired column

You can also click Open Chat to directly start conversation with the lead.

That’s how you create, customize, and manage cards inside a CRM board to track leads efficiently.