QUICK STEPS
Open the Lead Board for your sales pipeline view — filter by sales rep, location, and date range.
Click My Leads to see only the leads belonging to the currently logged-in user.
Use the Lead Board as your weekly sales review tool — leads piling up in Leads or the Quoted pipeline may signal a pattern worth investigating with your team.
Open the Job Board for your operations pipeline — shows all active jobs and their current stage.
Click any job card to view its status without leaving the board.
Use the Job Board as your weekly ops check-in.
TIPS: 💡 Make checking the Lead Board and Job Board a Monday morning routine — five minutes here tells you more about the state of the business than an hour digging through individual records.
Remember: Lead Board = sales pipeline visibility, Job Board = operations pipeline visibility — together they're your fastest health check on the business.