> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocumentation.gitbook.io/user/crm-v2/boards/creating-a-board.md).

# Creating a Board

A CRM Board helps you manage and track leads through different stages of your process.

#### Steps to Create a Board

1. **Go to:**\
   **CRM → Board → New Board**
2. **Enter Board Name**\
   Example: *Sales Funnel Training*\
   (Optional: Add a short description)
3. Click **Go to Columns**\
   Create columns based on your workflow, for example:\
   **New** – New or interested leads\
   **Scheduled Visit** – Meeting scheduled\
   **Visit Done** – Meeting completed\
   **Won** – Lead converted

Once added, your board is ready. Start moving leads between columns as they progress.

{% embed url="<https://youtu.be/PK-fiM68PxI>" %}


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