Editing CRM Boards
  • 07 Feb 2023
  • 1 Minuto para leer
  • Oscuro
    Ligero

Editing CRM Boards

  • Oscuro
    Ligero

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Resumen del artículo

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.

  2. 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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