Estimated watching time: 2 minutes

Cards are many things.

They can be a new request, task, order or demand that you will guide and execute in your process, from beginning to end.

Watch the video below and give the first steps to create Cards in your process!

Here are a few examples of what cards represent in different processes:

  • In a sales pipeline, each card represents a new potential customer moving through all the phases of your sales process. From prospecting to closing the sale, all the information you gather throughout the process is stored within the card.¬†

  • In a purchase process, each card represents a request for an item to be purchased or a service to be hired.

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