What Is Board View?
Board View gives you a visual, Kanban-style workflow for your contact lists. Instead of seeing your contacts in rows and columns (Table View), Board View groups them into columns so you can easily track progress across stages — for example:
To Contact → Contacted → Introduced → Closed
This makes it simple to manage relationships, hiring pipelines, or business development workflows at a glance.
Key Features
Switch views anytime: Toggle between Table View and Board View within any contact list.
Group by stage or category: Columns are powered by a Single Select custom field (e.g., “Stage”). Each option in that field becomes a column.
Drag and drop: Move contacts from one stage to another just by dragging them between columns. Their field value updates automatically.
Add or edit columns: Add, rename, reorder, or delete field options to match your workflow.
Why Use Board View?
Board View is designed for teams that prefer a visual pipeline instead of a spreadsheet. It replaces the need for external tools or separate spreadsheets, while keeping all your contact workflows in Getro.
Perfect for:
Talent & Recruiting Teams: Track candidate stages across portfolio roles (e.g., “Identified → Interviewing → Offer Extended → Hired”).
Platform / Value Creation Teams: Manage introductions for portfolio companies — see which prospects have been contacted, introduced, or closed.
Partnerships & Business Development: Move potential partners or clients through deal stages.
Things to Keep in Mind
Contacts cannot be reordered within a column (the order comes from your list’s sort settings).
Board View is available only on contact lists (not exports, shared views, or profiles).
Deleting an option is permanent and will clear the field values for any contacts that used it.
Board View gives you a visual way to manage pipelines in Getro. By grouping contacts into stages and allowing drag-and-drop movement, it helps Heads of Talent, Platform, and Value Creation teams see progress at a glance — and keeps everything in sync without leaving your contact list.