What actions can I perform on boards?

There are a few actions that you can perform on boards: create, edit or delete one.

Create a board

1. Click on Deals submenu from CRM module.
2. Click on icon from the right side of the page, then click on Deals Settings.
3. Click on Boards then click on icon.
4. Add your board's name inside the field then click on Next.
5. Add Stage Name and add Succes rate then click on Save.
6. You can also delete a stage by clicking on or adding a new one by clicking on Add New.

Edit a board

1. After clicking on Boards, click on then click on Edit.
2. 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.