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How do I share a card with my colleagues?

Insights Boards have been created with Collaboration@Workplace in mind. You can share Insight cards with your colleagues/boss by following these steps:

  • Login to your OnlineSales.ai Account at apps.onlinesales.ai
  • Navigate to ‘Insights’ tab on the top navigation bar
  • Open a board by selecting it under ‘Board’
  • Click on the Share Card icon
  • It’ll open a box for you to insert email addresses to share with. Add a message and hit ‘Share’
  • The card will be emailed to them immediately!
Updated on January 11, 2017

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