Customize Your SalesBoard
Build a SalesBoard that matches the way your team sells.
Hoops gives your team a centralized workspace to manage every opportunity, follow-up, and customer interaction in real time. Whether you're tracking quotes, managing SalesPresentations, capturing sales from your SalesStores, or coordinating approvals and activity within your sales team, SalesBoard keeps everything organized and visible from anywhere.
With fully customizable workflows, automations, and views, your team can create a sales process that fits the way they already work — not the other way around.
Step 1: Customize Your Columns
Start by customizing your SalesBoard to match the way your team works.
You can add and arrange columns including the following column types:
Reorder columns in any way you prefer by dragging and dropping the columns in either direction to give your team the clearest possible view of every sale and associated task.
Step 2: Create and Manage Statuses
For each Status column, you can create and manage individual statuses to reflect the different stages of your workflow for each task.
For example, you could create a Status column called Overall Status and include statuses such as:
Quote Sent
Accepted
Paid
Each status can be fully customized by:
Renaming the status
Changing the status color
Rearranging the order of statuses
This allows you to create unique pipelines for different sales processes while giving your team a visual, easy-to-manage overview of every opportunity. Everyone on your team can quickly understand what is happening, what stage a sale is at, and what actions are required next.
Step 3: Apply Smart Automations
Reduce manual work by automating repetitive tasks and customer communication inside SalesBoard.
Automations can trigger actions whenever a status changes, helping your team move opportunities through the workflow more efficiently while keeping both customers and internal teams informed.
Examples include:
Updating relevant statuses to reflect the current stage
Triggering reminders or follow-ups
Advancing opportunities or converting them into jobs
Assigning or notifying team members
Automatically following up customers when quotes require attention
Alerting your team when a quote needs to be created for a new lead
SalesBoard allows you to automate:
Customer follow-ups
Internal notifications
Quote reminders
Team alerts
Workflow updates
This helps your team stay organized, respond faster, and ensure no opportunity is missed while reducing the need for manual updates.
Learn more about Automations for SalesBoard here.
Step 4: Filter and Save Custom Views
Quickly find the information that matters most.
Use filters to narrow your SalesBoard by:
Team member
Status
Date range
Lead source
Sales type
Custom fields
You can also save custom views for quick access later.
For example:
My Open Opportunities
Quotes Awaiting Approval
This Week’s Follow-Ups
Closed Sales This Month
Saved views make it easy for every team member to focus on the work most relevant to them.
Manage Your Entire Sales Workflow in One Place
SalesBoard is more than a pipeline tracker - it’s a complete sales management workspace built for modern teams.
From quotes and SalesPresentations to follow-ups and SalesStores, Hoops helps your team manage every stage of the customer journey in one connected system.
With customizable workflows, smart automations, real-time updates, and flexible views, your team can work more efficiently, communicate more effectively, and stay aligned at every stage of the sales process.
Whether you’re managing a small sales team or a large multi-stage workflow, SalesBoard adapts to the way your business operates - helping your team stay organized, reduce manual work, respond faster, and ultimately close more sales.