Add a New Column

1. Click the “+ Column” button on the CRM board.
2. Enter a name for the column.
3. Click Create.

You can organize your CRM board by creating custom stages and dragging workspace cards between them.

Create a New Project from CRM

1. At the top of any column, click the “+” button.
2. Choose the project type (Estimate, Takeoff, Agile, etc.).
3. Provide required details.
4. Click Create.