There are several ways to add a contact to a Board. Here are a few of them:
Add a contact to a Board from the contact record
1. Go to the contact record and click the Board Icon in the top right of the contact record.
2. Choose the Board and Column you want to add the Contact > Click Save.
The contact will be added to the Board.
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Add a contact using the Column Settings
1. Go to your Board and choose the Column > Click the 3 dot menu in the top right > Choose Add Contact.
2. To search for the contact, enter all or part of the contact's name > Click Search
3. Select the contact from the matches.
The contact will be added to the Board.
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Using the Add Contact Icon on the Board Column
1. Go to your Board and select a coloumn > Scroll down to the bottom of the Board > Click the Add Contact Icon.
2. To search for the contact, enter all or part of the contact's name > Click Search
3. Select the contact from the matches.
The contact will be added to the Board.
If you need additional help:
Please contact your Support team:
We are happy to help :)
support@byreferralonly.com
800-950-7325 Ex 3401
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