# CRM We will cover how to create and configure CRM boards as well as how to add opportunities to them. We will see how to create document templates and message macros as well as when to use each. We will learn how to use reminders, tasks and task lists. Lastly, we will learn about proposals and how to use them. * Adding a CRM Board * Adding stages * Understanding stage automations. * Adding an opportunity to a stage. * Creating a document template and producing a document based on it. * Creating a message macro and sending a message based on it. * Understanding and creating a reminders. * Understanding and creating tasks. * Grouping tasks into task lists. * Adding customer notes. {% embed url="" %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://legacydocs.nexudus.com/platform/training/training-modules/crm.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.