The Board View is available for all tabs in FreeAgent CRM and it is a great way to see your information as it includes cards with the most relevant information. You can Drag and Drop them in the desired column and this will update the information for the cards. This view also gives you the option to pivot by different elements and we will cover how to do so in this tutorial.
Pivot in the Board View
To 'Pivot by' in the board view, first, click on the desired Tab and then select the Board view.
Then click the 'Board Configuration' button and then click on 'Pivot by' to display the available options.
You can select between different options according to the selected tab and your own custom fields of type 'Choice List'.
Once you select one of the options, FreeAgent CRM will automatically change the columns in the Board View for those of the selected element.
The order of the columns is related to the number of records, the first columns correspond to the one that has the most records. In the case above, the first column shows 17 records which means that the account has 17 leads.
Well done! Now you can fully customize your Board View to show the information that is most relevant for your day to day activities.