The Podboard is like a Kanban board that gives you a bird's eye view of how all your deals are moving through each stage, from Active 🤞 to Completed 🤝 or Lost 👎 The best part? You can be super organised by adding tags to find stuff faster! Plus, you can customise your view by team members, workspaces and tags.

Drag and drop lets you quickly move your Pods around to align with where they’re at in your buyer journey. If a deal is done and dusted, drag it into the ‘Completed’ stage (and enjoy watching that total deal value add up 😉).

Also drag Pods up or down to change their priority. It’s makes organising your deals a total breeze! 🌪️

Note - any Draft Pod that gets a view will automatically move to Active.

Give Pods additional context by adding tags right from the Podboard.

Simply click Add tags + on your Pod, select an existing tag or create a new one, colour code them, and use 'filters' to pull up all Pods with that tag.

Updating your deal value is now so much easier 👌 Access and edit your deal value under Pod info right from the Podboard.

An added bonus 👀 Check out the ‘total amount’ for every deal under each stage, and watch it grow as Pods are dragged to completed ✅

Let’s say you want to view only you Pods… or maybe you're taking a sneaky peek at your team mates' wins 👀 Start filtering your views to quickly see all Pods with a specific tag (like all of the active Cold Outreach Pods), by heading to filters in the right hand corner of your Podboard.

Filter your Podboard by: Pod owner, Team, Tags and Date range