Move a card to a different board
Learn how to move a Lead card to the right stage on the Deals board. Keeping cards in the right spot keeps your pipeline tidy, your team in sync, and your automations running smoothly.
Contents
Prerequisites
None.
Moving a card
- Open the Leads board and select a card.
- Click the three-dot icon next to the lead name. A menu displays.
- Select Move Board.
In the pop-up:
- Select a board name.
- Click the field and select a stage on the drop-down.
- Click Confirm.
BrokerEngine moves the card to the new board and stage.
