---
title: "Adding Stages to CRM Boards"
slug: "adding-stages-to-crm-boards"
updated: 2024-01-26T18:22:53Z
published: 2024-01-26T18:22:53Z
---

> ## 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 Stages to CRM Boards

Once you've [created your CRM board](/v3/docs/adding-crm-boards), you can start adding CRM stages to it. Each stage represents a step opportunities will move through and works with two main components: Auto assignment and Auto action.

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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 the pencil icon next to the name of the CRM board that you'd like to edit.

![](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRM_BoardEditIcon.png)
4. Click **Add New Stage**.
5. **Name** your stage.
6. Select who to automatically add to the stage under the **Auto assignment** section.

![Stages_AutoAssignmentExample1](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Stages_AutoAssignmentExample%281%29.png)

          If you leave this field blank, you will need to manually add any new opportunity to this stage.

          

1. Select the action you want to trigger when a new opportunity is added to this stage from the **Actions** section.

          You can trigger multiple actions within the same stage.

          

*For example, send a message macro and trigger a task list or deactivate the opportunity's account and mark them as Lost.*

1. Click the **Save Changes** button.

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Your new CRM stage now appears in the **Stages** section of your CRM Boards. Repeat the same process for every other CRM stage you want to add to your CRM board.

Opportunities are current or potential customers that are moving through the stages of one or more CRM boards.