Create and manage deal boards
Learn how to create, customize, and manage deal boards in Outdoo AI to track and organize your CRM opportunities with filters, tabs, columns, and custom fields.
Getting started
Deal boards pull data from your CRM. Before creating a board, check with your Outdoo AI admin that the CRM fields you need are mapped and synced. This includes the fields you want to filter on, group by, and show as columns.
To create a deal board:
- Go to Opportunities > Pipelines.
- Click More Actions and select Create Board.
- Under General Settings, enter a Name and Description for the board. Select Visible to all teams? if everyone should be able to access it. If you leave it unchecked, the board stays private and visible only to you.
- Set up the sections described below, then click Save & Publish.
Customize a deal board
Order By
- Select a field to set the default order of the deals on the board.
Filters
- Click Add Filter and select CRM fields and values to decide which deals appear on the board. If you add no filters, all deals are shown. Avoid conflicting filters so deals group cleanly.
Tabs
- Click Add Tab to group deals into tabs, for example by forecast category, deal stage, or status.
- Name each tab and give it its own filters using CRM fields.
- Drag tabs to change their order.
Static Fields
- Click Add Field to add read-only columns, such as Deal Pulse, Next Call, Warnings, Activity Graph, or any synced CRM field.
- Drag columns to reorder them.
Editable Fields - with CRM Sync
- Click Add Field to add CRM fields that your team can edit directly on the board. Changes sync back to your CRM. See Bidirectional (two-way) CRM sync on deal boards.
Share and manage deal boards
Share a deal board
- Open the board in Opportunities > Pipelines.
- Click Share Board.
- Select the team members to share it with and confirm.
Set a default board
- Click More Actions and select Make this Default Board so the board opens first when you go to Opportunities > Pipelines. Select Unset as Default to undo it.
Duplicate, edit, or delete a board
- Click More Actions and select Manage boards.
- Find the board under My Privates, Shared with me, or All Boards.
- Use the board's actions to Edit Board, View Board, Duplicate Board, or Delete Board. Duplicating a board saves time when you need a similar board.
Only the board owner can change a board's settings.
Tips for getting the most out of deal boards
- Use tabs to organize deals into meaningful groups such as forecast category or deal stage.
- Add the Warnings column and filters to spot at-risk deals early.
- Share boards with your team to improve visibility across the pipeline.
Hope this article was helpful. For any queries, please write to support@outdoo.ai