---
title: "Adding CRM Boards"
slug: "adding-crm-boards"
updated: 2023-05-31T16:36:49Z
published: 2023-05-31T16:36:49Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding CRM Boards

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 with 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. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > CRM Boards**](https://dashboard.nexudus.com/crm/crmBoards).
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](/v3/docs/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

![CRMBoardTemplates](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRMBoardTemplates.png)

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

---

## Creating CRM boards from scratch

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > CRM Boards**](https://dashboard.nexudus.com/crm/crmBoards).
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 seconds.

![CRMBoardNew](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRMBoardNew.png)

From there, you can click on the pencil icon and start [adding stages to the board](/v3/docs/adding-stages-to-crm-boards).

          Your CRM board needs stages to work.