Manage contact boards

Summary

Learn how to create and manage Contact Boards to organise prospects by category and streamline your workflow.

This article covers:

• About the contact board view
• Create a contact board
• Manage contact cards

About the contact board view

Contact Board View provides a visual way to organize your prospects by categories. Each card on the board represents a contact assigned to a selected category.

Create a contact board

To create a contact board:

• Go to: Contacts in the sidebar
• Select Boards on the right-hand side

• Click Create Board
• Enter a Name for your board.
• Select Columns (categories) to include in your board
• Choose if you want to share your board

• Click Save when finished

Manage contact cards

Once your board is created, you can manage contact cards:

• Drag and drop cards between columns to change categories
• Drag and drop cards within a column to change ranking order
• Use filters to refine which contacts display in the board
• Create multiple boards by repeating the steps above

• Click Show Map to view contacts on a map

What’s next?

Learn how Reason to Call notifications help you reconnect with contacts based on meaningful activities, such as inspections, sales, and purchase anniversaries. Stay proactive with timely prompts on your Dashboard.