Shared guide

How to choose a board type

Step-by-step guide covering: Click the Leads section; Click the Options icon; Click the Settings option; Click the Change to main option.

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Step-by-step Guide5 steps

  1. Click the Leads section

    Clicking the Leads section will display a list of your current leads, allowing you to manage and track interactions with potential clients.

    Click the Leads section
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  2. Click the Options icon

    Clicking the Options icon opens a menu with additional settings and actions related to your Leads. This allows you to customize how you manage leads and access extra features.

    Click the Options icon
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  3. Click the Settings option

    This will open the Settings menu where you can adjust various preferences for your Leads board, including notifications and permissions.

    Click the Settings option
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  4. Click the Change to main option

    Selecting this option will set the current view to the main board, allowing you to access all primary leads and associated data.

    Click the Change to main option
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  5. Click the Change board to main button

    This action will convert the board from shareable to main, making its content accessible to all team members. Note that this change will remove any guest access associated with the board.

    Click the Change board to main button
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