TaskPutty User Guide Documentation Manual

Create and Move Leads

To create a new card – drag cards from the card stack

create new card

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

move card between steps

Moving cards between different steps of any process

Simply drag and drop your cards.