How do CRM boards, groups, and columns work?

Short answer

The ORCHESTRIS CRM uses boards for workflows, groups for stages, rows for leads or accounts, and columns for the data tracked on each item.

Learn moreHow do I create a CRM form?How do CRM automations work?

Boards

  • Boards represent a larger workflow, such as leads, customers, onboarding, or platform accounts.

Groups

  • Groups usually represent the current stage of work, such as leads, qualified, proposal sent, booked, onboarding, or complete.
  • Groups can be reordered and colored to make scanning easier.

Columns

  • Columns store the data for each row. Column names can change, but the internal system key should stay stable so automations keep working.
Learn moreHow do CRM automations work?

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Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.