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 Teams in the sidebar
Click New Team
Enter a team name and assign members
Save
Configuring stages
Implementation stages work the same as sales stages. Common implementation pipelines include stages like: Kickoff → Discovery → Configuration → Training → Go-Live → Complete.
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 closed/won, it can be moved to the implementation pipeline. Implementation reps see their assigned deals on their board and manage them through to completion.