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How To Configure Sales Board Settings

Control how long prospects and leads stay on the Sales Board and manage phone number visibility using Sales Board Settings.


What This Is

Sales Board Settings allow you to control how long prospects and leads remain on the Sales Board when there is no activity, and whether certain phone numbers (DNC or Home) are visible on lead cards.

These settings help keep your Sales Board organized, compliant, and focused on actionable opportunities.

Note: Sales Board Settings are only available to customers on Universal credit plans.

Why This Matters

Over time, inactive prospects and leads can clutter the Sales Board and make it harder to focus on active opportunities.

Sales Board Settings help you:

  • Automatically remove inactive items after a set period

  • Maintain accurate Warm and Hot Lead stages

  • Reduce compliance risk by hiding DNC and Home phone numbers

  • Ensure reps only see leads they can legally and effectively contact

How To Configure Sales Board Settings

1.  Open Sales Board Settings

  • Navigate to the Sales Board
  • In the top-right corner, click Settings

Settings-2

  • The Sales Board Settings modal will open

Sales Board Settings

2. Set Automatic Removal Timelines

You can define how long items stay on the Sales Board when there is no activity.

Available options include:

  • Prospect Groups
    Automatically removed after a selected number of days with no activity

  • Warm Leads
    Automatically removed after a selected number of days with no activity

  • Hot Leads
    Automatically removed after a selected number of days with no activity

Select the timeframe that best fits your workflow for each category.


3. Manage Phone Number Visibility

Sales Board Settings also allow you to control which phone numbers appear on lead cards.

You can toggle:

  • Hide Home Phone Numbers

  • Hide DNC Phone Numbers

**These options are enabled by default.

How Phone Number Hiding Works

  • If a lead card has multiple contact methods:

    • Only the Home or DNC phone numbers will be hidden

    • The card will still appear if other valid contact information exists (mobile phone or email)

  • If a lead card has only Home and/or DNC phone numbers
    and no email:

    • The entire card will be hidden from the Sales Board

This ensures you only see leads that are both compliant and actionable.


4.  Save Your Settings

  • Click Apply to save your changes

  • Click Cancel to exit without saving

FAQs

Question Answer
I do not see Sales Board Setting in my account.  Sales Board Settings are only available to customers on Universal credit plans. Ask us how you can convert your current plan! 
Where can I find removed prospects or leads? Removed items are moved to Outcomes → Removed.
Why did a lead disappear from the Sales Board? Common reasons include:
• The lead exceeded the inactivity timeframe you configured
• The lead only had Home or DNC phone numbers and no email
What activity prevents a lead from being removed? Activity includes actions such as sending or receiving messages, calls, or status updates.
What happens when Home or DNC phone numbers are hidden? If other valid contact methods exist (mobile phone or email), only the Home or DNC numbers are hidden. The lead card remains visible.
When is an entire lead card hidden? If a lead has only Home and/or DNC phone numbers and no email, the entire card is hidden from the Sales Board.
Can I change these settings later? Yes. You can update Sales Board Settings at any time by returning to the Settings ⚙️ icon on the Sales Board.