Work a whole stage at once — call them all, or hand them to one person.
In review: written from the product, not yet walked through live.
1Find the stage
With the list grouped by stage, each band names the stage (1) with how many enquiries it holds and what they hold in open deals.
2Call them, or assign them
Beside the stage’s name (1), Call list › (2) puts the stage’s enquiries on a SkedX Call list. Assign › (3) selects them and opens Assign, so you can give them to one person.
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Common questions
I don’t see the bands.
Group the list by Status in the toolbar (Group · Status).
Does it take every enquiry in the stage?
It takes the ones loaded on the page. Filter first to narrow them.
Next in ProfilesMove an enquiry to another stage on the Board →
Previous: See each enquiry’s next step, and add a follow-up where there is none · All Profiles guides
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