How to Create a Board in SalesNexus

Boards in SalesNexus help you organize contacts by role, department, or any custom grouping that fits your workflow. Follow the steps below to create a new board quickly and easily.

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Step 1: Open a Contact Record

Start by navigating to Contacts and opening any contact record.
On the right-hand side of the screen, you’ll see a vertical toolbar. This is where boards are managed.

 

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Step 2: Open the Boards Panel

Click the Boards icon in the right-side toolbar (highlighted in the image above).
This opens the Boards panel, where all existing boards are listed.

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Step 3: Create a New Board

1. In the Boards panel, click the + (plus) button next to the search bar.

2. Enter the name of your new board (for example, Board Example).

3. Click OK to save.

Your new board will immediately appear in the list and is ready to use.

 

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What’s Next?

Once your board is created, you can:

• Add contacts to the board

• Use it to segment contacts by role or function

• Leverage boards for more targeted outreach and organization

Want to learn how to create panels? Click here to view How to Create Panels in SalesNexus.