If you’ve been reading our blog from the start, you may remember this cool, free app, called the Opportunity Planning Wall, which lets you turn your Opportunity List Views into simple, drag-and-drop boards similar to Trello. This is great, and I know a lot of businesses leveraging this tool to simplify their sales process, but what if you need the same feature outside of Opportunities? If you need a simple, drag-and-drop interface for any object in Salesforce, you need to check out Board Anything!
Board Anything allows users to take any list view on any object and visualize it as a rich planning board. Records are shown as cards, and can be easily edited by dragging and dropping between columns.
Like the Opportunity Planning Wall, Board Anything is another free app, so there’s nothing to lose! Check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.