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    Editing CRM Boards
    • 07 Feb 2023
    • 1 Minute to read
    Contents

    Editing CRM Boards

    • Updated on 07 Feb 2023
    • 1 Minute to read
    Article Summary

    You can edit any of your CRM boards from the CRM section of the Admin Panel. You can edit the CRM board's name, its location, and any of the CRM stages it contains.

    1. Log in to dashboard.nexudus.com if you aren't already.

    3. Click the pencil icon next to the name of the CRM board you want to edit.

    CRM_BoardEditIcon.png

    1. Edit the details of your CRM board as needed.

    2. Click the Save Changes button.

    You've successfully edited your CRM board.

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