Crmble makes it really easy if we want to toggle things on or off. So if you want to keep track of things like your source, when this client was created, and the value of the deal, you can do so as well. Things such as name and contact information, job title, maybe things like address, and even add additional notes field so that the notes stay with that client, stay with that perspective lead, and don't just get lost in a Trello card somewhere down the line. ![]() Now, when first starting out Crmble's going to give you a number of options, and a lot of these are fantastic. The next place that you're going to want to visit is the Crmble fields tab, because this is going to show us all of the contact information, but also the lead information that we want listed on each card. I'm going to say update and then that's going to be reflected on my Trello board as well. Follow up is what this one is going to be. So maybe instead of first call, I want to rename this. And of course you can make any changes that you want, either here in the Crmble list tab or on your Trello board. ![]() So in this case, I'm going to use this six step process starting with new leads and contacts all the way to first call and hopefully, to get them to this close status. Now, you can either use your existing list for that particular Trello board, or you can select from a collection of templates, which Crmble provides. And what I love about this is that it doesn't open it up in a separate tab, you can manage this directly here within Trello. Now, once you've enabled Crmble for your Trello board, you'll be presented with the Crmble interface. Just like you would for any other Trello power-up, all we need to do is select add and now we can start using these features right here within this board. And in the search bar, all we need to do is search for CRM, and the very first selection is Crmble. For that particular board go up to show menu, then select the power ups option. ![]() Maybe you already have a pipeline or a sales funnel board right here within Trello. So in order to get started with Crmble, all you need to do is either create a new Trello board, or you can select an existing board. ​Wouldn't it be great if you could use Trello as a complete CRM system? Wouldn't it be great if you could open up any Trello card and add customer information right here within the card, but then be able to access this and reuse it in other cards or other boards? And wouldn't it be fantastic if you could get some meaningful data out of your Trello board so that you can follow each and every one of your leads through the sales process? Well, the good news is you can, and in this video, I'm going to show you everything you need to know about how to use Crmble for Trello, so you can get the most out of your CRM system.
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