List of All Leads

The "Customers" section displays customer cards (counterparties) in the entire history of BoardCRM board creation and maintenance, regardless of the status of the transaction: active, completed or removed. The customer's card contains full customer information as well as all his transactions.

  1. If the value in the "Number of deals" column is 0, all the deals of this lead were deleted.
  2. Information about the leads and their deals can be completely deleted only in this section.

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