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.
