---
title: "CRM Boards Settings"
slug: "crm-boards-settings"
updated: 2024-02-02T11:30:30Z
published: 2024-02-02T11:30:30Z
---

> ## 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.

# CRM Boards Settings

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

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

| Number | Setting Name | Details |
| --- | --- | --- |
| 1 | **Board Name** | Field that lets you define the name of the CRM board. |
| 2 | **Location** | Click on the drop-down list to select the location where your CRM board and its opportunities in progress are. |
| 3 | **Search bar** | Field that lets you filter your CRM stages. |
| 4 | **Filters** | Click on the button to filter stages by **name**, **creation date** or **last update date**. |
| 5 | **Add stage** | Click on the button to add a new stage to your CRM board. |
| 6 | **Stages Drag & Drop icons** | Click on the icon while moving your mouse to reorder the different stages of your CRM board. |
| 7 | **Stages Checkboxes** | Click 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](/v3/docs/crm-stages-settings) and [Opportunities Settings](/v3/docs/opportunities-settings) articles.