Managing CRM Boards

Learn how to manage your CRM boards in Nexudus. 

A CRM board defines a list of steps you can use to track opportunities, as you would using a traditional CRM pipeline. Each stage includes opportunities who are either a contact or a member. You can assign a monetary value to each individual opportunity. You also have the option to define a due date for each opportunity.

Each column or step in each board can also trigger a task list or send a message macro when an opportunity is added to that step. This makes it easier to assign a set of tasks to different people in your team when someone is added to one of the steps in a CRM board or to notify that person or a member of the team when this happens.

The different steps in each of the boards can also be set to automatically receive opportunities when someone completes a tour request, signs up, makes a booking or ends their contract for one of your plans. This makes steps or columns in a board an ideal option to represent the initial stage in your sales or follow-up pipeline and automate the process of adding these opportunities to the relevant board.

Accessing the CRM Boards List

  1. If the side menu is not visible, click .
  2. Click CRM > CRM Boards.

You can see all the CRM boards available at the selected location. Each board includes its different stages.

mceclip1.pngCRM Boards list

Editing CRM Boards

  1. If the side menu is not visible, click .
  2. Click CRM > CRM Boards.
  3. Click Edit Board at the bottom of the CRM board you want to edit.
  4. Edit the details of the CRM board.
  5. Click Save Changes.

Deleting CRM Boards

You need to delete all the opportunities on the CRM board prior to deleting the board.

 Deleted CRM boards cannot be recovered in Nexudus

  1. If the side menu is not visible, click .
  2. Click CRM > CRM Boards.
  3. Click Edit Board at the bottom of the CRM board you want to delete. 
  4. Click Delete at the bottom of the page. 
  5. Click Yes
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