Configuring a CRM board
How to setup CRM boards for your location.
Last updated
How to setup CRM boards for your location.
Last updated
Use this procedure to add and configure a CRM board and its stages.
You can set up different stages (columns) on your CRM board to represent the steps in a particular process, such as a sales pipeline. Stages can automatically receive opportunities when someone completes a tour request, signs up, makes a booking or ends their contract for one of your plans. This helps to automate your sales process.
Each stage can also trigger a task list or send canned response when an opportunity is added. This makes it easy to assign a set of tasks to different people in your team when someone is added to one of the stages on a board or to notify that person or a member of team when this happens.
Typically, you will have different boards, each dedicated to one of your processes. Keep in mind that boards help you track progress through many different processes, not just sales. For example, to organise events, on-boarding members, or marketing activities. An example of how two typical boards may look like is shown below. In this view, you can see each of the boards, each of the columns or steps in them and basic information about what is sitting in each of the steps, like number of opportunities, their total value and whether they have any due items in them.
In the side menu, click CRM, then click CRM Boards.
Click Add CRM board. A new page is displayed.
Type a name and select a location (see the table below for a description of each field option).
Click Save.
On the next page displayed, click Add new stage to add a stage.
In the Name box, type a name for the stage.
In the CRM board drop-down box, select your new board.
If required, select from one of the New opportunities options (see the table below for a description of each field option).
If required, select an automated action to be performed at the stage (see the table below for a description of each field option).
Click Save.
If required, repeat the procedure from step 6 to add more stages (columns).
In the side menu, click CRM, then click CRM Boards.
On the board you want to configure, click Edit board.
Do any of the following:
Edit the Name or Location.
To edit a stage, click the stage name.
To add a stage, click Add CRM board column.
Click Save changes.
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 CRM board |
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:
|
If the side menu is not visible, click .
If the side menu is not visible, click .
To alter the relative position of a stage, click next to the stage name and drag the stage up or down the list.
To delete a stage, click, then click Delete.
