Contacts - Boards

This walkthrough video answers the questions: "How do I view my org tree?", "How do I view my org chart?", and "How do I see a view of my related contacts?"

This walkthrough video answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

This walkthrough video answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

This walkthrough video answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

This walkthrough video answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"

This walkthrough video answers the questions: "How do I send SMS texts to a contact?", "How do I send SMS texts to all my contacts?", and "How do send texts?"

This walkthrough video answers the questions: "How do I send emails to a contact?", "How do I send emails to all my contacts?", and "How do mass send emails?"

This walkthrough video answers the questions: "How do I see my conversation with a contact?", "How do I see replies?", and "How do I know who responds?"

This walkthrough video answers the questions: "How do I view a contact portal?", "How do I see what my contacts see in their portal?", and "How do I view the learner interaction?"

This walkthrough video answers the questions: "How do I archive a contact?", "How do I archive contacts?", and "How do I unarchive a contact?"

This walkthrough video answers the questions: "How do I find archived contacts?", and "How do view archived contacts?"

This walkthrough video answers the questions: "How to delete contacts?" or "How to delete a contact?"

This walkthrough video answers the questions: "How to create a board?", "How do I use boards?" and "How do I set up boards?"

How do I set up fields for my org chart? How come I cannot see a Relationship Type on Contact Relationships? I get a message saying there is no relationship type in Contact Relationships.

This walkthrough answers the questions: How do I set downlines? How do I set my org structure? Where do I set up my org chart? How do I find who recruited whom?

Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!