Create and Move Leads
To create a new card – drag cards from the card stack
Cards can be used to represent things like leads (for CRM), support requests, people (e.g. applicants that you track through a hiring funnel), orders, customer implementations or anything that you care about.
TaskPutty is a truly do-anything CRM.
Method 2 - Press the keyboard shortcut CONTROL+I
Moving leads between different stages of your sales pipeline
Moving cards between different steps of any process
Simply drag and drop your cards.