You can use an Action Set to add contacts to Boards or remove them from one or all boards.

Adding a Contact to a Board

1. In your Action Set, click Add Step > Choose Put on Board

2. Choose the Board and Column you want to add the Contact to.

If the contact already exists on the Board, it will be moved to the selected column.

This will add the step to your Workflow.

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Removing a contact from a specific Board

1. Go to your Action Set and Add a Step > choose Remove from Board

2. Choose the Board you want the contact removed from > click Save

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Remove a contact from ALL Boards

1. Go to your Action Set and Add a Step > Choose Remove from All Boards.

If you need additional help:

Please contact your Support team:

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support@byreferralonly.com

800-950-7325 Ex 3401