CRM boards and their stages
Clicking on each board opens a more detailed view of all steps or columns within the board where you can see some more details: current number of opportunities, their total value and whether they have any due items in them.

To add a CRM board
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If the side menu is not visible, click
.
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In the side menu, click CRM, then click CRM Boards.
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Click Add CRM board. A new page is displayed.
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Type a name and select a location (see the table below for a description of each field option).
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Click Save.
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On the next page displayed, click Add new stage to add a stage.
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In the Name box, type a name for the stage.
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In the CRM board drop-down box, select your new board.
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If required, select from one of the New opportunities options (see the table below for a description of each field option).
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If required, select an automated action to be performed at the stage (see the table below for a description of each field option).
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Click Save.
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If required, repeat the procedure from step 6 to add more stages (columns).
To set up a CRM board
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If the side menu is not visible, click
.
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In the side menu, click CRM, then click CRM Boards.
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On the board you want to configure, click Edit board.
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Do any of the following:
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Edit the Name or Location.
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To alter the relative position of a stage, click
next to the stage name and drag the stage up or down the list.
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To edit a stage, click the stage name.
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To delete a stage, click
, then click Delete.
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To add a stage, click Add new stage.
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CRM board fields
Option |
Description |
Name |
The name of the CRM board |
Location |
If you manage more than one space from your Nexudus account, select from the drop-down list the location of the space that is going to use the CRM board |
Stage fields
Option |
Description |
Name |
The name of the stage (column) |
CRM board |
A list of the CRM boards to which you want to add the stage |
New opportunities |
You can select one or more of the following to automate the stage:
|
Actions |
You can select one or more of these actions to automate the stage:
|
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