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  1. By Referral Only Help Center
  2. myClients
  3. myClients Features
  4. Boards

Boards

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A visual way to see your client journey all from a single screen.

  • myClients Boards Overview
  • Add or Edit a Board
  • Add a Contact to a Board
  • Remove a Contact from a Board
  • Using Action Sets to Add or Remove Contacts from Boards
By Referral Only Help Center