Login
    Contents x
    CRM Boards Settings
    • 02 Feb 2024
    • 1 Minute to read
    • Dark
      Light
    Contents

    CRM Boards Settings

    • Updated on 02 Feb 2024
    • 1 Minute to read
    • Dark
      Light
    Article summary

    All your CRM boards settings can be accessed by clicking on the pencil icon next to their name.

    CRMBoardSettings_Numbered.png

    NumberSetting NameDetails
    1Board NameField that lets you define the name of the CRM board.
    2LocationClick on the drop-down list to select the location where your CRM board and its opportunities in progress are.
    3Search barField that lets you filter your CRM stages.
    4FiltersClick on the button to filter stages by name, creation date or last update date.
    5Add stageClick on the button to add a new stage to your CRM board.
    6Stages Drag & Drop iconsClick on the icon while moving your mouse to reorder the different stages of your CRM board.
    7Stages CheckboxesClick on one or multiple checkboxes to trigger one of the following Bulk actions: mark all opportunities within the selected stage as lost or delete the stage from the CRM board. You won't be able to delete stages if they still have opportunities.
    Want to learn more about stages or opportunities?

    Check out our CRM Stages Settings and Opportunities Settings articles.

    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence