Boards Overview
Overview
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.
You can move contacts manually between stages or set up automated rules so that 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
- Collaborate with your team more effectively
Boards Video:
How to Use Boards
1. Access Boards
- From the main navigation, go to Contacts, then Boards.
- Choose an existing Board or create a new one if available in your plan.
2. Understand Board Structure
- Boards are made up of Stages, displayed as columns.
- Each Card represents an individual contact.
- Cards move left to right through stages as progress is made.
3. Moving Contacts Manually
- Drag and drop a contact card from one stage to another.
- This is ideal for pipelines managed by human review, like sales deals or service onboarding.
4. Automating Movement with Workflows
- You can configure Workflow Rules to move contacts automatically based on triggers (e.g., form submissions, email link clicks, status updates).
- This reduces manual work and ensures contacts follow your defined process.
5. Viewing Contact Details
- Click on a contact card to view details like:
- Contact info
- Notes
- To-Dos
- Appointments
- Assigned Tags
6. Customizing Board Stages
- Add, remove, or rename stages to fit your process.
- Drag and drop to reorder stages.
- Save changes to update the Board for all users.
7. Team Collaboration
- All team members with access can view the same Board.
- Assign contacts or tasks to specific team members.
- Keep everyone on the same page about client status.
Example Use Cases
- Sales pipeline management
- Onboarding new clients
- Tracking service requests
- Managing projects with client steps
Boards Questions and Answers
Q: Can I have multiple Boards?
A: Yes, if your plan supports it. Use separate Boards for different workflows or teams.
Q: Can stages be customized?
A: Absolutely. You can add, remove, rename, and reorder stages to match your process.
Q: Can contacts move automatically?
A: Yes. You can use a Workflow to automatically move a contact on a Board.
Q: Are Boards shared with my team?
A: Yes. Team members with permission can view and update the same Boards.
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.