---
title: "CRM Stages"
slug: "crm-stages"
updated: 2024-01-31T15:28:21Z
published: 2024-01-31T15:28:21Z
canonical: "help.nexudus.com/crm-stages"
---

> ## 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 Stages

## 
## What Are CRM Stages?
Each CRM stage represents a step within your CRM board. Opportunities move through the different stages as they meet a condition defined in another stage or you manually move them to another one. Stages also trigger one or multiple actions that can be fully (message macros & account actions) or partially automated (task lists).

## How CRM Stages Work

Each stage works with two main components: **{{variable.AutoAssignment_CAP}}** and **{{variable.AutoAction_CAP}}**. Simply put, **{{variable.AutoAssignment_CAP}}** lets you control which type of customer should automatically be added as an opportunity to the stage while **{{variable.AutoAction_CAP}}** lets you control what should be done at this stage.


### Auto assignment
The option you select in the **{{variable.AutoAssignment_CAP}}** defines which opportunities should automatically populate the relevant stage. 

*For example, if you select **Add anyone cancelling their contract to this stage**, every member cancelling their plan will automatically be added to this stage.* 

You can choose from the following auto assignment options: 

{{snippet.CRMStage_Triggers_List}}

:::(Info) (You can also choose to[ manually add new opportunities](/v3/docs/adding-opportunities){target="_blank"} to have full control over who is added to each stage and how they are moved through the different stages.)
In this case, don't select any option in the **{{variable.AutoAssignment_CAP}}** section.
:::

### {{variable.AutoActions_CAPS}}
Each stage also includes an **{{variable.AutoAction_CAP}}** section that can trigger a message macro, a task list, a specific account action or a combination of the three whenever an opportunity is added to the stage. 

![Stages_AutoActionExample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Stages_AutoActionExample.png){height="" width=""}


**Message macros** are message templates that will be sent to the opportunity via email. You need to [create the message macros](/v3/docs/adding-message-macros){target="_blank"} prior to using them in a CRM stage. They are fully automated and don't require any additional action once you've created them and then added them to the stage. 

*For example, you can include a message macro that includes a discount code to a CRM board stage that is sent to all customers added as opportunities when they cancel their contract.*

**Task lists** are simply multiple tasks that you group and assign to one or multiple admin users. You need to [create task lists](/v3/docs/adding-task-lists){target="_blank"} prior to using them in a CRM stage. Once the task list is ready and you've added it to a stage, the responsible admins can complete each task and effectively complete the list when a new opportunity is added to the stage. 

*For example, you can include an Onboarding task list that is triggered when customers sign a contract. The task included in the list could be:* 

* *Contract Signature*
* *Keys Handout at the Front Desk*
* *Tour of the Amenities with a Space Manager*

**Account actions** are specific actions that you can trigger whenever an opportunity reaches a CRM board stage. You can choose from the following actions: 

{{snippet.CRMStage_AutoActions_List}}



*For example, a CRM board dedicated to plan cancellations could have **Permanently delete the account and all customer details of opportunities added to this stage** selected as its last stage action.*  

:::(Info) (Each stage can include a message macro, a task list, an account action or any combination of the three.)
:::