Your Workflows board is where you manage every active opportunity from first contact through to close. Each column is a pipeline stage, and each card is an opportunity. You move cards forward as things progress � and the board gives you a live read on where everything sits at once.
Go to https://app.trustpager.com/crm/workflows to open your board.
Moving opportunities between stages
Drag a card from one column to the next as the opportunity moves forward. If you need to shift it back � say, a proposal needs reworking � drag it left. You can also open the opportunity and change the stage from inside the record.
Collapsing stages
If a stage is cluttered or you want to focus on what matters right now, click the collapse arrow at the top of any column. The column shrinks to a slim bar showing just the stage name and card count. Click it again to expand. Collapsed stages still count toward your pipeline � they just get out of the way visually.
Sorting the board
Use the Sort button (top right of the board) to change how cards are ordered within each column. Three sort options:
- Manually Sorted (default) � drag cards into the order you want; that order is preserved.
- Event Date � orders cards by the next scheduled event date, earliest first.
- Deal Value � orders cards by value, highest first.
The button label shows the active sort name so you can see at a glance how the board is ordered.
Filtering the board
The Sort & Filter button (top right of the board) lets you narrow the board to only the opportunities you care about right now. You can filter by:
- Lead source � focus on opportunities from a specific channel or campaign
- Tags � useful if your team uses tags to group opportunities by owner, type, or campaign
- Assigned user � see only your own opportunities, or a specific teammate's
You can apply multiple filters at once � the board shows only opportunities matching all active filters.
Sharing a filtered view
Once you have filters set, copy the URL from your browser. The filters are encoded in the URL, so anyone you share it with will land on the board with the same filters already applied. Handy for team standup links or pinning a filtered view in Slack.
Knowing when filters are active
When filters are on, you'll see a badge on the Sort & Filter button showing how many are active. A strip of filter chips also appears just below the toolbar � each chip shows the filter label so you can see at a glance what's applied. To remove a single filter, click the X on its chip. To clear everything at once, click Clear all.
