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We’re excited to introduce Stage Boards, a Kanban-style contact management system designed to streamline how you organize, track, and engage with contacts in ChatMaxima. This visual workflow enhancement helps you move contacts across stages with ease, offering better clarity and control over your engagement pipeline.
With Stage Boards:
You can create up to 6 custom board statuses (e.g., New Lead, In Progress, Follow-Up, Closed, etc.)
Contacts can be dragged and dropped between boards, just like in Kanban tools
Board statuses can be edited, renamed, or deleted (except the default Unassigned Board)
To get started:
Go to your Contacts List
Create board statuses that match your unique workflow
Assign or drag contacts into appropriate boards
Customize board names anytime as your pipeline evolves
π‘ Why Stage Boards Matter
Kanban-Style Visual Organization: View your contacts as cards moving through stages in a board-based layout
Visual Contact Segmentation: Instantly understand where each contact stands in your communication process
Flexible Workflow Management: Tailor your stages to match any sales, support, or follow-up process
Easy Customization: Keep your boards relevant with full control over their labels
Scalable Structure: Works seamlessly whether you're managing a few leads or thousands of contacts
π Stage Boards are perfect for teams who want to:
Track contact stages visually and efficiently
Customize workflows without adding clutter
Eliminate confusion across teams
Improve collaboration and visibility in real-time
Take control of your contact pipeline with Stage Boards, the Kanban-style system now available in your ChatMaxima dashboard!