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Complete columns bulletin

Complete columns bulletin easily

Aug 6th, 2022

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How to complete columns bulletin

4.6 out of 5

51 votes

hey everyone dan here today ill help you increase visibility and efficiency with the connect boards and mirror columns lets get started here were keeping track of all of our accounts and here we have a client contact list rather than switching back and forth between boards or duplicating information manually we can leverage existing data to see everything we need in one place to link your projects together youll start by adding the connect boards column once added select which board to connect to then click here to add a mirror column well start by pulling in the last contact date from our other board additional mirror columns can be added via the column center at any time lets add one more to see the phone number for each client now comes the fun part as we link each account to a point of contact well see the last contact date and phone number from our other board not bad right even better any changes made on either board will be reflected instantaneously in both places if you

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