Creating a Board
Set up a new board to organize contacts.
Create a board
1
Open Boards
Go to Boards.
2
Start a new board
Click Create Board.
3
Enter details
Fill in Name and Description (optional).
4
Choose a type
Select Kanban Board or Sales Pipeline.
5
Create the board
Click Create Board.
Default stages
New boards start with three stages: To Do, In Progress, and Done. You can rename or add more stages after the board is created.
Related Help Docs
Updated Jan 7, 2026
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