> For the complete documentation index, see [llms.txt](https://legacydocs.nexudus.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://legacydocs.nexudus.com/platform/day-to-day/sales-and-crm/crm/automating-a-crm-board.md).

# Automating a CRM board

How to automate a CRM board.

The steps in a board can be set to automatically receive opportunities when appropriate events take place, for example when someone completes a tour request, signs up, makes a booking or ends their contract for one of your plans. This ensures that opportunities are automatically added to the appropriate board.

To automate the steps on a board, see [Configuring a CRM board](/platform/day-to-day/sales-and-crm/crm/configuring-a-crm-board.md).