Boards
Create and manage boards to organize your contacts.
What you can do with Boards
- Create boards to track contacts and work stages
- Filter and search boards by type or date
- Manage stages and cards directly on the board
Quick start
1
Open Boards
Go to Boards.
2
Create a board
Click Create Board.
3
Pick a type
Choose Kanban Board or Sales Pipeline.
4
Open the board
Click Open Board to start adding stages and cards.
Board list basics
Use the toolbar to find boards quickly:
- Search boards... filters by board name or description
- Date filters by updated date
- All Types filters by Kanban or Sales
- Clear Filters resets active filters
Use the view toggle to switch between Grid and List layouts.
Common tasks
Updated Jan 7, 2026
Was this helpful?