Set up your first curative board
Your board is the contract between you and the team. Get the stages right and the team works the same way every time.
Boards → + Create Board
Start from scratch, copy stages from an existing board, or apply a field preset to auto-add common fields.
Name + description
Give your board a clear name (e.g. "Houston Tax Sale 2026").
Shape your stages
Edit the stage columns to match your playbook (e.g. Leads → Researching → Pre-Qualified → Offer Out → Closed). Mark your Won/Lost outcome stages and one terminal stage so closed-deal KPIs count correctly.
Configure the cards
In Board Settings → Cards, pick up to 3 fields for the card title. Give each a fixed pill color or value-based color logic, and add up to 5 quick-action icons per card.
Save views
Save your go-to filter combinations as named views in the view picker so the whole team can jump between them.
Why It Matters
Your board is the contract between you and the team. Get the stages right and the team works the same way every time.
Pro Tip
Numeric card-title fields ship with a lead-score preset: 0–39 blue, 40–59 yellow, 60–79 orange, 80+ red. Tune the ranges to your scoring model.