SiftLine is a Kanban-style board system that helps you visually manage your deal flow and pipelines.
Creating Boards
To access, click SiftLine in the left sidebar of your account.
The number of boards you can create depends on your plan:
Essentials Plan (grandfathered plan) – Up to 3 boards
Professional Plan – Up to 8 boards
Business Plan – Unlimited boards
Expert Plan - Unlimited boards
AI Plan - Unlimited boards
Suggested Boards to Create:
Lead Management
Acquisitions
Transactions
Exit Strategies (Wholesale, Flips, Rentals)
💡 PRO TIP: While SiftLine is fully customizable, it is not intended for prospecting or managing a large volume of records. If you are cold calling or prospecting, we recommend using the Records page with custom filter presets. Once a record becomes a lead, you can move it to SiftLine.
From within SiftLine, follow these steps to create a board:
Click the + (plus sign).
Name your Board.
Set board Permissions.
Permissions can be set for individual users or roles or you can assign the same permissions to Everybody:Just Read – View-only access for team members.
Read & Write – Allows users to view cards, add, delete, and move cards through phases.
Admin – Full access to view, move, and delete cards, as well as edit and delete boards.
Add and Name Phases: Enter phase names, click the + (plus sign) sign to add more phases.
Save Board at the top right to finalize.
Managing Cards
After your board is created you can add properties by:
Selecting Add Card directly within the board: Search by address and add a single record at a time.
Adding from within a property record.
Adding multiple records at once from the Records page.
Creating a Sequence to automatically add records.
📌 Learn more about adding, moving, and removing cards.
What's Next?
✨ See a tour of SiftLine and it's features: SiftLine Overview
🛠️ Find out how to edit and delete boards.
Need Help or have questions?
Just click Talk to Us at the top right of your DataSift account to open up our support chat. We're here to help! 💬
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