Six parts of Bamya now have a second way to look at them: a Board, where each record is a card in the column it belongs to, as on a kanban board. List | Board at the top of the list switches between the two, and your choice is remembered.
Each Board answers one question:
- CRM > Companies: is it a Prospect, a Customer or Inactive?
- CRM > Deals: where is this deal in its pipeline? A column for each stage, then Won and Lost, one pipeline template at a time.
- Outreach, in Researched Leads and Personal Leads: where is this lead? Ready to start, Due now, Waiting, Paused, Completed.
- Tasks and notifications, as a third view beside List and Calendar: when is it due? Overdue, Today, In 5 days, For later, No date, Done.
- Finance, in Income and Costs: where is this payment? Late, Due in 7 days, Expected later, then Received or Spent.
- Customer Care: Per health, Per growth and, for subscriptions, Per renewal.
How they work
- Where a move makes sense, drag a card to another column: a company to Customer, a deal to its next stage, a payment to Received. The Board runs the same action as the list's own button, asks the same questions first (a deal's Won window, for one) and, where it can, offers Undo.
- Each column shows its count and its first cards, then "and N more", which opens the list on those rows.
- On Deals, the deals that need you come first.
- Mine or Everyone, where your organisation has two or more people.
- On most Boards, Multi-select ticks several cards and works with Apply on selected, as the list's ticks do.
- On a phone there is no dragging: you choose a column with its button, and each card keeps its own controls.
The Finance and Customer Care Boards come with the Finance and Customer Care bolt-on.