Multiple boards can be used to track contacts through a process. Follow these steps to add a new board, or edit the board set up.
1. Navigate to Boards by clicking Contacts > then Boards.
2. To Create a new Board, click Add Board
If you are editing an existing board, select the board from the dropdown on the left.
3. Name the Board.
4. Click the 3 dot menu on the top right of the column to locate Column Settings.
7. Here you can name the column and choose a color > click Save.
8. Adjust the order of the columns by clicking the three dot menu and using the Move Left and Move Right options.
9. To add additional columns, click on the three dot menu of the farthest right column > choose Add Column
**OPTIONAL STEP FOR TEAMS**
1. Click Board Settings to edit the team options for the Board
2. Select Viewable by Other Team Members and/or Editable by Other Team Members > Click Save.
Here is a sample board:
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401