Implementation teams manage the post-sale customer lifecycle — from kickoff through go-live and completion. Like sales teams, they have their own Kanban board with customizable stages.
Creating an implementation team
Go to
Implementation Teamsin the sidebar.Click
New Team.Enter a team name and assign members.
Click
Save.
Configuring stages
Implementation stages work the same as sales stages. The default implementation pipeline is: Signed → Contacted → Trained → Onboarded → Live.
Stages can have entrance criteria, required notes, and locked status — the same options as sales pipeline stages.
Deals on the implementation board
When a sales deal is won, it triggers a to-do for the implementation team. An implementation rep then starts onboarding, which creates a new deal on this board for that customer.