Configuring a CRM board

How to setup CRM boards for your location.

Use this procedure to add and configure a CRM board and its stages.

You can set up different stages (columns) on your CRM board to represent the steps in a particular process, such as a sales pipeline. Stages can automatically receive opportunities when someone completes a tour request, signs up, makes a booking or ends their contract for one of your plans. This helps to automate your sales process.

Each stage can also trigger a task list or send canned response when an opportunity is added. This makes it easy to assign a set of tasks to different people in your team when someone is added to one of the stages on a board or to notify that person or a member of team when this happens.

Typically, you will have different boards, each dedicated to one of your processes. Keep in mind that boards help you track progress through many different processes, not just sales. For example, to organise events, on-boarding members, or marketing activities. An example of how two typical boards may look like is shown below. In this view, you can see each of the boards, each of the columns or steps in them and basic information about what is sitting in each of the steps, like number of opportunities, their total value and whether they have any due items in them.

To add a CRM board

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click CRM Boards.

  3. Click Add CRM board. A new page is displayed.

  4. Type a name and select a location (see the table below for a description of each field option).

  5. Click Save.

  6. On the next page displayed, click Add new stage to add a stage.

  7. In the Name box, type a name for the stage.

  8. In the CRM board drop-down box, select your new board.

  9. If required, select from one of the New opportunities options (see the table below for a description of each field option).

  10. If required, select an automated action to be performed at the stage (see the table below for a description of each field option).

  11. Click Save.

  12. If required, repeat the procedure from step 6 to add more stages (columns).

To configure a CRM board

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click CRM Boards.

  3. On the board you want to configure, click Edit board.

  4. Do any of the following:

    • Edit the Name or Location.

    • To alter the relative position of a stage, click next to the stage name and drag the stage up or down the list.

    • To edit a stage, click the stage name.

    • To delete a stage, click, then click Delete.

    • To add a stage, click Add CRM board column.

  5. Click Save changes.

CRM board fields

Option

Description

Name

The name of the CRM board

Location

If you manage more than one space from your Nexudus account, select from the drop-down list the location of the space that is going to use CRM board

Add new stage fields

Option

Description

Name

The name of the stage (column)

CRM board

A list of the CRM boards to which you want to add the stage

New opportunities

You can select one or more of the following to automate the stage:

  • Add anyone completing a tour request form to this stage

  • Add anyone confirming a tour to this stage

  • Add anyone completing a tour to this stage

  • Add anyone completing a sign-up form to this stage

  • Add anyone completing a booking to this stage

  • Add anyone cancelling their contract to this stage

  • Add anyone sent a proposal to this stage

  • Add anyone accepting a proposal to this stage

  • Add anyone e-signing a document to this stage

  • Add anyone registering for an event to this stage

  • Add anyone sending a contact message to this stage

Actions

You can select one or more of these actions to automate the stage:

  • Select an email template for messages sent to the opportunity

  • Select a task list for opportunities added to this stage

  • Activate the account of opportunities added to this stage

  • Deactivate the account of opportunities added to this stage

  • Confirm tour of opportunities added to this stage