6 | Boards

Creating boards

CRM > Boards

1. Click on Add stage.

2. Name the stage appropriately and select add stage, this can be done multiple times to create the necessary stages.

3. Click on Add card.

4. Name the card appropriately and select which stage the card will belong to using the dropdown menu, where you can find all the stages you have created.

5. Once a card has been created, you can manipulate which stage it is in by simply clicking on the card and dragging it under the appropriate stage.

Adding a custom field to your board:

You can now add a custom field by clicking on +Add Custom field, then select the stage you would like your card to be under.

Choose what custom field you would like to add to your card:

Click on your selected custom field and proceed to add your data, click on add card to save.

When you click on the card on your board, you will now be able to see the data reflected:

Deleting a stage

Use these steps if you would like to remove a stage:

1. On the stage you would like to remove, click the remove button on the top right of the stage.

2. Click Delete stage.

Please be aware that if you delete the stage, this will delete any cards that belong to that stage.

Deleting a card

Use these steps if you would like to remove a card.

1. Click into the appropriate card that you would like to remove.

2. Select the "remove" button on the top right.

Editing a card

If you would like to edit a card that you have already created, follow these steps:

1. Clicks into the appropriate card that you would like to edit.

2. Make the necessary adjustments, then select "save" button.

If you would like to add any additional information attached to your card, you may do so here by selecting the "upload file" button.

Creating Card templates

1. Select "Card Templates"

2. Select "Add Template"

3. Fill in the required customizable fields that will set to each card within the selected board.

4. Select "Create Template" once you have added in all the fields you desire.

Editing Card templates

1. Select "Card Templates"

2. Select the edit button on the top left of the card template

3. Select which field you would like to edit by changing the field type, as well as selecting which information you would like to be shown on the card.

Linking a Contact to a card

1. Select "Card Templates"
2. Select "Linked Contact Field" under the field type of the custom template

3. Whilst adding a card, select the "add contact" button

4. Here you can add a new contact or search for an existing contact by filling in the necessary fields

Creating multiple Boards

1. Select "Boards" on the top left
2. Select "Add Board"

3. Fill in the Board's name as well as selecting the card template from your previously made templates.

4. Click "Add Board"

If you would like to switch through different boards, you may do so by selecting "Boards" on the top left and then the desired board from the dropdown.

Add an activity to a card:

Go to Retail & Hospitality > Boards
Click on any card to open the edit options
Add an activity and take your board to the next level!

Automated Card Notifications in Boards

Step 1: Add Card Assignees to Your Template

Edit or create a board template and add the Card Assignee field. The assigned contact(s) will receive a notification when a card moves from one stage to another.
You can add multiple assignees from your Flowte contacts or create new ones.

Tip: You can also update an existing template to include the Card Assignee field.

Step 2: Create Your Email Notification Template

Go to Templates > Email Designs and create the email your contacts will receive when a card is moved.

Step 3: Set Up the Automation Rule

Go to Boards and click on Manage Automation.
Select Add Workflowte, then choose Time After Board Movement.

Pick the board, set the notification timing, and select the email template.

Once saved, the assigned contacts will automatically receive an email every time a card is moved on the selected board. This helps improve communication, keeps everyone in the loop, and enhances collaboration across teams and clients.

E-Sign

You can now connect your preferred E-Sign provider and launch it directly from Flowte.

How to Set Up Your E-Sign Provider

Go to Settings.
Select your preferred E-Sign Provider.
Save your settings.

Using E-Sign in Cards and Files

Once your provider is saved, you can open it directly from any Card on a board.
E-Sign is also available within Files, allowing you to send documents for signature quickly and easily.

Once saved you can go into any Card on a board and this will open your selected E-Sign provider, this is also available in Files.