Create and Customize Boards to Track Contacts Visually
Overview
Boards give you a drag-and-drop way to manage contacts through any process—whether you're tracking leads, onboarding clients, or following up after a sale. You can create multiple Boards, define your own stages, and move contacts across columns as they progress.
How to Create a New Board
- Go to Contacts > Boards
- Click Add Board
- Name your Board
- Click Board Settings to control who can view or edit the Board
- Click Save
How to Edit an Existing Board
- From the Boards screen, select the Board you want to edit from the dropdown
- Click Board Settings
- Change the name or access settings
- Click Save
How to Customize Columns
Each column represents a stage in your process. You can rename columns, change colors, and reorder them.
- Click the three dots in the top right of any column
- Choose Column Settings
- Update the name and color
- Use Move Left or Move Right to change position
- To add a column, click the three dots on the far-right column and select Add Column
Questions and Answers
Q. Can I use Boards for different types of processes?
A. Yes. You can create as many Boards as needed—for example, one for leads, one for clients, and one for projects.
Q. Can other team members see or use my Boards?
A. Only if you give them access. Use Board Settings to control who can view or edit each Board.
Q. Can I rename columns to fit my workflow?
A. Yes. Each column can have its own name and color to match your process.
Q. What happens if I move a contact from one Board to another?
A. The contact is removed from the first Board and placed into the column you selected on the new Board.
Q. Can I delete a Board?
A. Yes, go to Board Settings and use the Delete option.
Q. Is there a limit to the number of Boards or columns?
A. There’s no official limit, but we recommend keeping them organized for clarity and performance.
Q. Can I copy a Board from one account to another?
A. No. Boards are unique to each system and cannot be copied between databases.