myClients Boards Overview

Boards are a new myClients feature that gives you a quick and clear overview of your client’s journey. Boards are completely customizable - so you can use them for pipeline management or for any other journey you have for your contacts.

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401