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    Editing CRM Stages
    • 26 Apr 2023
    • 1 Minuto para leer
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    Contenido

    Editing CRM Stages

    • Actualizado en 26 Apr 2023
    • 1 Minuto para leer
    • Oscuro
      Ligero
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    Resumen del artículo

    You can edit your CRM stages at any point from the CRM section of the Admin Panel.

    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 that you'd like to edit.


    4. Click on the CRM stages you want to edit.

    5. Edit the CRM stage 's settings as needed.

    Not sure about a specific setting's purpose or use?

    Check out our article on CRM Stages Settings.

    1. Click the Save Changes button.

    You've successfully edited your CRM stage. Opportunities that were already in that CRM stage won't be removed until they automatically move to another stage or you manually move them.

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