Boards Overview
Why This Matters
Boards provide a visual, Kanban-style way to manage your client journey from start to finish. Each Board displays contacts as cards organized into customizable stages, giving you a clear picture of where every contact stands in your process. You can move contacts manually between stages or set up automated rules so contacts advance based on workflow triggers or other actions in the system.
Boards help you track progress at a glance, standardize your sales or service pipeline, identify bottlenecks in your process, and collaborate with your team more effectively.
Watch & Learn
🎥 Video: Boards Overview
Understanding Board Structure
Boards are made up of Stages, displayed as columns across your screen. Each Card represents an individual contact. Cards move left to right through stages as progress is made, giving you a visual representation of your entire pipeline.
You can customize stages to match your specific process—whether that's a sales pipeline, client onboarding workflow, service request tracking, or project management.
How Boards Work
Moving Contacts Manually
Drag and drop a contact card from one stage to another to update their status. This is ideal for pipelines managed by human review, like sales deals or service onboarding where you need to evaluate each contact before they advance.
Manual movement gives you complete control over when and how contacts progress through your workflow.
Automating Movement with Workflows
You can configure Workflow Rules to move contacts automatically based on triggers such as form submissions, email link clicks, status updates, or tag changes. This reduces manual work and ensures contacts follow your defined process consistently.
Automation is perfect for standardized workflows where specific actions should trigger specific stage changes without requiring manual review.
Viewing Contact Details
Click on any contact card to view complete details including contact information, notes, to-dos, appointments, and assigned tags. This gives you immediate access to everything you need to know about that contact without leaving the Board view.
You can update contact information, add notes, or create tasks directly from the card view.
Customizing Board Stages
Add, remove, or rename stages to fit your process. Drag and drop to reorder stages as needed. When you save changes, the Board updates for all users who have access.
This flexibility means you can design Boards that match your exact business process rather than adapting your process to fit the software.
Team Collaboration
All team members with access can view the same Board. You can assign contacts or tasks to specific team members and keep everyone on the same page about client status.
Boards create shared visibility across your team, reducing the need for status meetings and update emails.
Common Use Cases for Boards
Sales Pipeline Management — Track leads from initial contact through closed deal, with stages like New Lead, Qualified, Proposal Sent, Negotiation, and Closed Won.
Onboarding New Clients — Guide new clients through your onboarding process with stages like Welcome Sent, Documents Submitted, Setup Complete, and Active Client.
Tracking Service Requests — Manage client service requests through stages like Submitted, In Progress, Waiting on Client, and Resolved.
Managing Projects with Client Steps — Track project phases where client involvement is required, ensuring nothing falls through the cracks.
Questions and Answers
Q: Can I have multiple Boards?
A: Yes, if your plan supports it. Use separate Boards for different workflows or teams—for example, one Board for sales and another for client onboarding.
Q: Can stages be customized?
A: Absolutely. You can add, remove, rename, and reorder stages to match your process exactly.
Q: Can contacts move automatically?
A: Yes. You can use Workflows to automatically move contacts between stages based on triggers like form submissions, email clicks, or tag changes.
Q: Are Boards shared with my team?
A: Yes. Team members with permission can view and update the same Boards, creating shared visibility across your organization.
Q: Can I see a contact's full history from the Board?
A: Yes. Click on any contact card to view their complete record including communication history, notes, tasks, and appointments.
Q: How many stages can a Board have?
A: You can create up to eight stages for your process, though keeping it simple (5-7 stages) often works best for clarity.
Q: Can I filter what appears on a Board?
A: Board filtering options depend on your plan and configuration. Check your Board settings to see available filter options.
Q: What happens if I delete a stage with contacts in it?
A: The system will typically require you to move those contacts to another stage before allowing you to delete the stage, preventing accidental data loss.
Guide Type: Feature Overview
Estimated Time: 4 minutes
Next Guides: How to Create a Board, How to Set Up Board Automation, Understanding Workflows
Video Transcript
Get a quick and clear overview of your client’s journey using boards.
As your leads move from stage to stage you can manually move them along the path. Like this.
Or the leads can move automatically based on automated workflow rules.
Click on any contact’s name to go directly to that contact record.
You can have multiple boards, and boards are completely customizable, so you can use them for pipeline management or for any other journey you have for your contacts.