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Information you can display on a board

  • Performance TrackersProductivity

    • Number of New Contacts added to the organisation per Month

    • Number of Contacts Interacted with across the organisation per Month

  • Progress Trackers

Getting started with Progress Boards

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If you have access to multiple boards, you will see the Switch Board button.

  • Place your mouseover mouse over the Switch Boards button to immediately display a list of your boards

  • Click a board to be taken to the Progress Board

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