Nutshell Launches New Board View With Drag-And-Drop Pipeline Management

Nutshell has added a simpler, more practical way for you to view and manage your deals.

Nutshell’s new Board view with drag-and-drop pipeline management provides you with the ability to move deals between stages, toggle between pipelines, and view your deals by both quantity and value, all in a highly visual manner. With Board view, you can:

• Easily move leads from one stage to another
• Mark leads as won, lost or cancelled
• Quickly see what you need to do next
• Keep tabs on the general health of your pipeline

If you are a sales manager, the new Board view also gives you at-a glance insight into the status of every deal in progress, as well as the data necessary to coach your reps more effectively.

No two sales reps are the same, and yet most CRMs force you to work in the same way.

As the most flexible CRM on the market, Nutshell develops tools that serve the needs of every member of a sales team, and allow you to manage your pipeline however you like. Don’t you love that?

Frequenlty Asked Questions

• What is Nutshell’s Board view?

  A Kanban-style pipeline view that shows each stage as a column. Deals appear as cards you can drag and drop to update their stage instantly.

• How do I switch to Board view and move deals?

  Go to your pipeline, select Board view, then drag a deal card from one stage column to another. Dropping the card updates the deal’s stage.

• Can I filter or customize what I see?

  Yes. Filter by pipeline, stage, owner, and more. Deal cards surface key details like value and next steps so you can prioritize work at a glance.

• Do stage moves trigger automations?

  They can. If you’ve configured stage-based automations, moving a deal to a new stage can trigger tasks, assignments, reminders, or other workflows.

• Is Board view available on all plans and devices?

  Board view is included with Nutshell CRM; availability may vary by plan. It works best on desktop; mobile access is supported, with drag-and-drop depending on device/browser.

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