Knowledge Base / BoardCRM

BoardCRM Manual

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Knowledge Base and Answers to FAQs

Getting Started
5

About BoardCRM

How Can I Create a Board?

Kanban and Table Board View

How Can I Create a Deal?

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Board Settings
6

General Settings

Sales Pipeline Statuses Settings

How Can I Subscribe to Notifications?

Board Rights Settings

more articles →

Lead Card
3

Lead Field Settings

How Can I Create a New Lead?

List of All Leads

Deal Card
6

Deal Field Settings

How Can I Set Up the Deal Type on the Board

How Can I Create a Deal?

All Deals of the Lead

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Form Builder
2

How Can I Create an Application Form?

How Can I Add an Application Form to My Website?

Statistics
1

Statistics

Pricing
2

BoardCRM Pricing Plans

How Do I Pay for a Plan?

Customer support service by UserEcho