Boards

Video Home ◂ Setup ◂ Boards

Track client journeys and pipeline steps with customizable Boards.

• Transcript

  Get a quick and clear overview of your client’s journey using boards.

  As your leads move from stage to stage you can manually move them along the path. Like this.

  Or the leads can move automatically based on automated workflow rules.

  Click on any contact’s name to go directly to that contact record.

  You can have multiple boards, and boards are completely customizable, so you can use them for pipeline management or for any other journey you have for your contacts.