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Think of it like a whiteboard: each card is one customer, each column is one step of your sale, and the card moves right as the sale moves on.",[440,444,445],{},[446,447],"img",{"alt":448,"src":449},"Contacts board with Not labelled, New and Not Qualified columns","/screenshots/crm/contacts-board.png",[440,451,452,453,457,458,461,462,465,466,469],{},"If your account has the board but your plan doesn't include it, you see the message ",[454,455,456],"strong",{},"The CRM board is a Business plan feature"," with ",[454,459,460],{},"Upgrade to Business"," and ",[454,463,464],{},"Back to contacts",". A ",[454,467,468],{},"Demo only"," banner means you are looking at sample data, not your own contacts.",[440,471,472,473,476],{},"Click ",[454,474,475],{},"How this works"," at the top of the board any time for a short walkthrough.",[478,479,481],"h2",{"id":480},"how-the-board-works","How the Board Works",[483,484,485,489,492],"ul",{},[486,487,488],"li",{},"There is one board for your organization, and it holds all your contacts.",[486,490,491],{},"Each contact stands in one column at a time.",[486,493,494,497],{},[454,495,496],{},"Not labelled"," is always the first column. It holds every contact you have not placed yet, so nobody gets lost.",[478,499,501],{"id":500},"set-up-your-stages","Set Up Your Stages",[503,504,505,512,523,539,542],"ol",{},[486,506,507,508,511],{},"Click the gear icon to open ",[454,509,510],{},"Edit stages",".",[486,513,514,515,518,519,522],{},"Type a name in ",[454,516,517],{},"New stage name"," and click ",[454,520,521],{},"Add stage",". Add one for each step of your sale, for example New enquiry, Quoted, Paid, Delivered.",[486,524,525,526,529,530,533,534,511],{},"Under ",[454,527,528],{},"Moved here by",", choose a label or ",[454,531,532],{},"Manual Assignment",". See ",[535,536,538],"a",{"href":537},"#let-labels-move-cards","Let Labels Move Cards",[486,540,541],{},"Pick a colour for each stage. Drag the handle or use the arrows to change the order. The stage at the top is your leftmost column.",[486,543,472,544,511],{},[454,545,546],{},"Save stages",[440,548,549,550,552],{},"You can have up to 5 stages. ",[454,551,496],{}," does not count towards this.",[554,555,557],"h3",{"id":556},"remove-a-stage","Remove a Stage",[440,559,560,561,563,564,511],{},"Take a stage off the board in ",[454,562,510],{},", then click ",[454,565,546],{},[483,567,568,579],{},[486,569,570,571,574,575,578],{},"A stage with contacts in it goes to ",[454,572,573],{},"Removed stages",". The contacts stay in it, and ",[454,576,577],{},"Put back"," returns the stage with them.",[486,580,581],{},"A stage with nobody in it is deleted when you save.",[478,583,585],{"id":584},"move-cards","Move Cards",[554,587,589],{"id":588},"drag-a-card","Drag a Card",[440,591,592],{},"Hold a card and drag it to another column. Only the column changes. Dragging does not change the contact's labels.",[554,594,538],{"id":595},"let-labels-move-cards",[440,597,598],{},"Set a stage to follow a label, and tagging a customer with that label moves their card to that stage straight away. No need to move it yourself. For example, set the Paid column to follow your Paid label. Tag a customer Paid, and their card jumps to Paid.",[483,600,601,604,607],{},[486,602,603],{},"It only moves cards forward. A label won't pull a card back to an earlier stage.",[486,605,606],{},"It works one way. Remove the label later and the card stays where it is.",[486,608,609],{},"One label can move cards to one stage only.",[440,611,612,613,616,617,533,619,511],{},"A small AI icon beside a column name means your AI can add this label on its own, so contacts can arrive there without anyone moving them. To change which labels your AI can add, click ",[454,614,615],{},"Change which labels your AI can add"," in ",[454,618,510],{},[535,620,162],{"href":163},[478,622,624],{"id":623},"read-a-card","Read a Card",[440,626,627,628,631],{},"Each card shows the contact's name and number, their other labels, and when they were last active. A ",[454,629,630],{},"Needs reply"," tag means this contact messaged you last and the reply window is still open.",[440,633,634],{},"Click a card to open the contact panel. It shows:",[483,636,637,642,647,652,657,662],{},[486,638,639],{},[454,640,641],{},"Last message",[486,643,644],{},[454,645,646],{},"What the AI remembers",[486,648,649],{},[454,650,651],{},"Stage history",[486,653,654],{},[454,655,656],{},"Label history",[486,658,659],{},[454,660,661],{},"Blasts",[486,663,664],{},[454,665,666],{},"Devices contacted",[440,668,669,670,673,674,511],{},"From the panel you can click ",[454,671,672],{},"Reply on WhatsApp"," or ",[454,675,676],{},"Open the full contact page",[478,678,680],{"id":679},"add-a-contact","Add a Contact",[503,682,683,693,700,713],{},[486,684,472,685,688,689,692],{},[454,686,687],{},"New contact"," at the top, or the ",[454,690,691],{},"+"," on a column to add straight into that column.",[486,694,695,696,699],{},"Fill in the contact's details. The ",[454,697,698],{},"Name"," is required.",[486,701,702,703,705,706,709,710,712],{},"If you opened it from ",[454,704,687],{},", choose a ",[454,707,708],{},"Stage",". Leave it on ",[454,711,496],{}," if you are not sure yet.",[486,714,472,715,511],{},[454,716,717],{},"Add contact",[440,719,720,721,724],{},"If Reply.la finds a similar contact, it shows ",[454,722,723],{},"You may already have this contact",". Open one to check in a new tab, or carry on if this really is somebody new.",[478,726,728],{"id":727},"search-and-filter","Search and Filter",[440,730,731,732,735],{},"Use ",[454,733,734],{},"Search contacts"," at the top, and the device button to show one device or all of them.",[440,737,738,739,741,742,745,746,749,750,753],{},"Click the filter icon to narrow the board by ",[454,740,140],{},", ",[454,743,744],{},"Lead source",", or ",[454,747,748],{},"Added between",". Click ",[454,751,752],{},"Clear filters"," to see everyone again.",[554,755,757],{"id":756},"save-a-filter","Save a Filter",[503,759,760,763,769,775],{},[486,761,762],{},"Set the filters you want.",[486,764,765,766,511],{},"Click the bookmark icon and enter a name in ",[454,767,768],{},"Name this filter",[486,770,771,772,511],{},"To open the board this way each time, tick ",[454,773,774],{},"Open the board with this every time",[486,776,472,777,511],{},[454,778,779],{},"Save these filters",[440,781,782,783,786],{},"Your saved filter appears as a tab beside ",[454,784,785],{},"All contacts",". You can save up to 20. Saved filters belong to your organization, so your teammates see them too.",[478,788,790],{"id":789},"common-questions","Common Questions",[792,793,795,796,511],"collapsible",{"name":794},"Will I lose contacts if I don't set up stages?","No. Contacts you have not placed sit in ",[454,797,496],{},[792,799,801],{"name":800},"Does dragging a card change the contact's labels?","No. Only the column changes. Labels stay the same.",[792,803,805],{"name":804},"Why can't I drag cards or edit stages?","Both need permission to edit contacts, so check your role with your organization's owner. They are also not available on sample data.",[792,807,472,809,812],{"name":808},"The board shows a Refresh message. What should I do?",[454,810,811],{},"Refresh",". The cards on screen are still correct up to that point, and refreshing brings in the latest changes.",{"title":814,"searchDepth":815,"depth":815,"links":816},"",2,[817,818,822,826,827,828,831],{"id":480,"depth":815,"text":481},{"id":500,"depth":815,"text":501,"children":819},[820],{"id":556,"depth":821,"text":557},3,{"id":584,"depth":815,"text":585,"children":823},[824,825],{"id":588,"depth":821,"text":589},{"id":595,"depth":821,"text":538},{"id":623,"depth":815,"text":624},{"id":679,"depth":815,"text":680},{"id":727,"depth":815,"text":728,"children":829},[830],{"id":756,"depth":821,"text":757},{"id":789,"depth":815,"text":790},"See your contacts as a board, with one column for each stage of your sale.","md",null,{},"2026-11-05T16:05:38+08:00",{"icon":247},{"title":839,"description":840},"Contacts Board (CRM)","Use the Reply.la Contacts board to track customers through your sales stages, move cards by hand or with labels, and save filtered views.","0xdHelHqOQxwuNYnG3AKXl1SKFmelpylyuRFTPWgtjE",[843,845],{"title":239,"path":240,"stem":241,"description":844,"icon":242,"children":-1},"View charts and statistics about your contacts to understand customer patterns.",{"title":249,"path":250,"stem":251,"description":846,"icon":252,"children":-1},"Bring your existing customer list into Reply.la from a file or by pasting phone numbers."]