Leadboard CRM — Standard Operating Procedures
Leadboard CRM is an all-in-one customer relationship management platform that helps teams capture leads, manage deals through customizable pipelines, run email campaigns, automate workflows, and track revenue — all from a single dashboard.
This SOP guide walks you through every module, from initial setup to advanced automation.
Recommended Reading Order#
- Getting Started — Account setup, login, navigation
- Leads Management — Import, create, and organize leads
- Organisations — Manage B2B accounts, partner institutions, link contacts
- Products & Categories — Set up your product catalog
- Pipeline Setup — Create pipelines and configure stages
- Deals & Closing — Create deals, move through stages, close
- Campaigns — Email campaigns, templates, analytics
- Events — Create events, manage registrations
- Communications — Compose emails, templates, log
- Automation — Workflows, lead scoring, drip campaigns
- Invoicing — Create invoices, credit notes, refunds, recurring schedules, tax config 11a. Expenses — Record spending, attach receipts, approve, reimburse, rebill, recurring expenses 11b. Quotes — Quote a deal, send it, customer accepts online, convert to an invoice 11c. Payables — Vendors, bills, approval, payments net of WHT, aging 11d. Finance Reports — Aging, VAT & WHT, income & spend, balances, the Accountant pack
- Analytics & Reports — Dashboards, builder, cohort, attribution
- Calendar & Documents — Calendar events, document management
- Settings — Company settings, currency, profile
- Roles & Permissions — What Admins and Marketers can do
Quick Reference#
| Module | SOP File | Key Actions |
|---|---|---|
| Getting Started | 01-getting-started.md | Sign up, login, navigate dashboard |
| Leads | 02-leads-management.md | Create, import, group, deduplicate |
| Organisations | 02a-organisations.md | B2B accounts, link contacts, deals per org |
| Products | 03-products-and-categories.md | Categories, catalog, pricing |
| Pipelines | 04-pipeline-setup.md | Create pipelines, configure stages |
| Deals | 05-deals-and-closing.md | Create deals, kanban board, close |
| Campaigns | 06-campaigns.md | Send campaigns, track analytics |
| Events | 07-events.md | Create events, manage registrations |
| Communications | 08-communications.md | Email, calls, meetings log |
| Automation | 09-automation.md | Workflows, scoring, drip campaigns |
| Invoicing | 10-invoicing.md | Create invoices, credit notes, refunds, recurring schedules, WHT, credit, reminders, pay online, statements, portal, e-invoicing |
| Quotes | 18-quotes.md | Create, send, accept online, convert to invoice |
| Payables | 19-payables.md | Vendors, bills, approve, pay net of WHT, aging |
| Finance Reports | 20-finance-reports.md | Aging, VAT & WHT, income & spend, balances, Accountant pack |
| Expenses | 15-expenses.md | Record spend, receipts, approve, reimburse, rebill, recurring |
| Analytics | 11-analytics-and-reports.md | Dashboards, reports, forecasts |
| Calendar & Docs | 12-calendar-and-documents.md | Schedule events, manage files |
| Settings | 13-settings.md | Company config, profile, currency |
| Roles & Permissions | 14-roles-and-permissions.md | Admin vs Marketer access |