CRM Layout Options: Board vs List View

The CRM module provides two distinct layout options to suit different workflow preferences:

Board View (Default)

• Displays workspace cards under various columns such as Clients, Leads, Bid Management, etc.
• Each column represents a stage in the project lifecycle.
• Visually organized for drag-and-drop task progression.

List View

• A more compact and structured alternative.
• Workspaces are grouped under their respective headings in collapsible lists.
• Easier to scan large volumes of projects without horizontal scrolling.

You can toggle between Board and List View using the buttons located at the top of the CRM page.