There are a few actions that you can perform on boards: create, edit or delete one.
Create a board
- Click on Deals submenu from CRM module.
- Click on icon from the right side of the page, then click on Deals Settings.
- Click on Boards then click on icon.
- Add your board's name inside the field then click on Next.
- Add Stage Name and add Succes rate then click on Save.
- You can also delete a stage by clicking on or adding a new one by clicking on Add New.
Edit a board
- After clicking on Boards, click on then click on Edit.
- Edit the informations as you wish then click on Save.
Delete a board
After clicking on Boards, click on then click on Delete, then click on OK.