Adding CRM Boards
  • 02 Aug 2022
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Adding CRM Boards

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CRM boards help you partially or fully automate some operations in your space. Creating the board is the first step of building your CRM board.

CRM boards are bound to the location where they are created.

If you want to use the same CRM board across multiple locations in your network, you'll need to create the same board in each relevant location.

Creating CRM Boards Using Templates

You can create a typical full sales pipeline board with or without digital signature in just a few clicks using our built-in templates.


  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > CRM Boards.

  3. Click Add New CRM Board in the top right corner of the page.

  4. Click on Sales pipeline or Sales pipeline with digital signature.

You need the Digital Signature integration already enabled if you select Sales pipeline with digital signature.
  1. Rename your CRM board if needed.

  2. Click Add CRM board.

Your new CRM board should appear within a few seconds

CRM_WizardBoardExample.png

You can now edit any of the default stages and make it your own or start using it straight away.


Creating Your Own CRM Boards

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > CRM Boards.

  3. Click Add New CRM Board in the top right corner of the page.

  4. Click on Create my own.

  5. Name your CRM board.

  6. Select the location of your CRM board.

  7. Click the Save Changes button.

Your new CRM board should appear on the page within a few second.

CRM_BoardCustom.png

From there you can click on the pencil icon and start adding stages to the board.

Your CRM board needs stages to work.

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