Help center
Free
Manual card
Not every opportunity starts as email. A manual card lives on the board (TODO or Pipeline) with a title, company, deal fields — no Gmail thread.
How to
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1
New card
Action in the board bar.
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2
Title
e.g. “Event lead — Acme”.
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3
Complete
Company, deal, comments, reminders like an email card.
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4
Link a thread later
If an email arrives, you can attach the thread to the deal.
FAQ
Does it show in Gmail?
No. There is no message to open. The card lives in Sheets + the board.
Free?
Yes for a TODO card. Pipeline on that card = Pro.
More help
TODO Kanban
Columns glued to your threads.
Dual-board
TODO and Pipeline on the same thread.
Configurable statuses
Your columns, not ours.
Still stuck?
OAuth / sync troubleshooting and team contact live elsewhere.