In this method you send the recipient an email invitation from within Folloze, inviting them to your board.
This method is ideal for sharing a board internally with others on your team, especially when you need another person’s help with creating the board.
To share a board via email:
1. Go to your Folloze homepage.
2. Open the share window of the board you want to share. You can do this one of two ways:
a. Hover over the board. Click the menu button in the top right. Click Share.
b. Click on the board to open the back-end. Then, click the share icon in the top right.
4. Enter the invitee’s name or email.
5. Click the envelope icon in the lower right to preview/customize your email invitation.
You can change the email from HTML (with images) to plain text (no images); edit the subject line and body; add the prospect or customer’s logo; and reuse recent messages. When you’re finished, click Done.
6. Click Send Invites.