Boards and tabs in the CRM

Run several pipelines in one account — sales, post-sale, repeat business — and switch between them with the tabs.

Updated on 2026-07-24

A HexTrack account can hold several pipelines (boards). Each board has its own stages, and each lead lives in one board at a time. The tabs at the top of the CRM switch between them — the "All" tab shows everything together, unfiltered.

What it's for in practice: separating processes that don't belong on the same wall. Real examples: Sales + Post-sale; Quotes + Production + Installation; Sales + Abandoned cart + Newsletter.

Before you start

  • Creating, renaming and deleting boards is an owner/admin action.
  • If your account only has 1 board, the tab bar doesn't appear at all — the CRM behaves as a single pipeline. It shows up once you create the second board.
  • How many boards your plan allows is shown under Plans & Modules. The free plan works with 1 board.

Create a new board

  1. Open CRM in the sidebar.
  2. In the tab bar, click "New board".
  3. In "Manage boards", type the name into the "New board name" field and click "New board" (or press Enter).
  4. The new tab appears in the bar. Click it to go in.
  5. Set up the stages for THIS board under "Funnel stages" — each board has its own; the stages from your sales board don't show up in post-sale.

Switch between boards

  1. Click the tab for the board you want — the kanban, the per-stage count chips and the totals now show that board only.
  2. Click "All" for the overview, with every lead across every board.
  3. Filters (temperature, search, stage chips) apply within the active board.

Rename or delete a board

  1. In the tab bar, click "New board" to open "Manage boards".
  2. Rename: edit the name on the board's row and click the save icon.
  3. Delete: click the bin and confirm.
The account's default board can't be deleted (it shows the Default badge and the button is disabled), and neither can the last remaining board — the account is never left without a pipeline. The same rule is enforced in the API.

Move a lead between boards

  1. In the CRM, click the lead's card to open the panel.
  2. In the Board field, pick the destination board.
  3. The lead leaves this wall and appears on the other one. Because stages are independent per board, it arrives without a stage — set the stage right after.

Which board do new leads land in?

  • New WhatsApp conversations enter the account's default board.
  • Website forms can route straight to a specific board: in each form's setup (Settings → Website Forms) you choose the destination board. That's how a quote form feeds the sales pipeline while a newsletter form feeds another.

Common questions

I deleted the wrong tab. Did I lose the leads?+

No. Deleting a board deletes no leads: the leads from that board simply lose their board and stay visible on the "All" tab. Re-create the board and reassign each lead from the Board field in the lead panel.

Can I have the same stages on two boards?+

You can — but they're independent copies. Renaming a stage on one board doesn't change it on the other.

How many boards can I have?+

It depends on your plan. The usage bar under Plans & Modules shows how many you have and how many the plan allows; the free plan works with 1 board.