Stage Boards in MaxCRM – Manage and Organize Contacts Efficiently in ChatMaxima
Basics & Overview
1. What is the Stage Board in ChatMaxima’s MaxCRM?
The Stage Board in MaxCRM helps you organize and manage multiple contacts by categorizing them into different stages for better tracking and workflow management.
2. Where can I find the Stage Board in ChatMaxima?
You can find the Stage Board by navigating to Dashboard → Quick Access → MaxCRM → Stage Board.
3. How are contacts organized in the Stage Board?
Contacts are grouped into different board statuses to track progress, communication, and actions at each stage.
4. What are the default and additional board statuses?
By default, all contacts appear in the Unassigned Board. You can create up to six additional board statuses for better organization.
5. Can I rename or delete a board status?
Yes, you can rename or delete any board status except the default Unassigned Board.
Active Boards
6. What are Active Boards in MaxCRM?
Active Boards are live contact boards that display details like Board Name, Number of Leads, Created Date, and Actions.
7. How can I view contacts in an Active Board?
Select a board, click the Actions dropdown, and choose View Board to see all contacts and their details.
8. What options are available under the Actions dropdown in Active Boards?
You can View Board or Deactivate Board from the Actions dropdown.
9. How do I deactivate an Active Board?
Select the board you want to deactivate, click Actions, and choose Deactivate Board.
10. Can I search for a specific board in Active Boards?
Yes, a search box is available to quickly find specific boards.
Deactive Boards
11. What are Deactive Boards in MaxCRM?
Deactive Boards are boards that have been deactivated but can be reactivated when needed.
12. What information is shown in the Deactive Boards section?
It displays Board Name, Number of Leads, and Created Date for easy tracking.
13. How do I activate a Deactive Board?
Select the desired board and click the Activate Board option from the Actions dropdown.
14. Can I view contacts from a Deactive Board?
Yes, you can view contact details before deciding to activate the board again.
15. Is there a search option in Deactive Boards?
Yes, you can use the search box to locate specific deactivated boards quickly.
Managing Boards
16. How many boards can I create in MaxCRM?
You can create up to 6 additional boards besides the default Unassigned Board.
17. What happens when I view a board?
Clicking View Board takes you to the detailed board page where you can manage contact stages and actions.
18. What URL structure is used for viewing a board?
When you click View Board, it redirects to a page similar to:https://chatmaxima.com/dashboard/lists/board/{board-name}/{board-id}
19. Can contacts be moved between boards?
Yes, you can assign or move contacts between different board statuses as needed.
20. How does the Unassigned Board work?
All new contacts are first stored in the Unassigned Board before being categorized into other stages.
Customization & Editing
21. Can I edit board names in MaxCRM?
Yes, except for the Unassigned Board, all other boards can be renamed for clarity.
22. Can I delete an existing board status?
Yes, any board status except the default can be deleted.
23. What happens if I delete a board?
Deleting a board removes its associated stage and contact assignments, but not the contacts themselves.
24. How do I create new board statuses?
You can add new board statuses from the Stage Board interface by clicking Add Status or similar options.
25. How many statuses are recommended for efficient tracking?
Typically, using 4–6 well-defined stages ensures smooth contact management and workflow visibility.
Contact Management
26. How are contacts assigned to different boards?
Contacts can be manually or automatically assigned to multiple boards based on progress or workflow stage.
27. Can I add new contacts directly from the Stage Board?
Yes, you can add contacts directly and assign them to specific boards as needed.
28. How can I track contact details within a board?
Within a board, you can view details like Name, Email, Phone, Organization, and Location.
29. Can I export contact data from a board?
Yes, you can export contact lists for reporting or external use.
30. Can I search for a specific contact within a board?
Yes, use the Search box in the board view to locate specific contacts easily.
Activation & Deactivation
31. What is the difference between activating and deactivating a board?
Activating makes a board visible and usable for workflow tracking, while deactivating temporarily hides it without deleting data.
32. Can I reactivate a board anytime?
Yes, you can reactivate any deactivated board using the Activate Board option.
33. Does deactivating a board remove its contacts?
No, contacts remain linked to the board even when it is deactivated.
34. Can I deactivate multiple boards at once?
Currently, boards must be deactivated individually using the Actions dropdown.
35. Why should I deactivate a board?
You may deactivate inactive or completed boards to keep your workspace organized.
Resources & Tutorials
36. Where can I find a video tutorial for Stage Board management?
You can watch the full tutorial here: Managing Stage Boards in MaxCRM – ChatMaxima
37. What topics does the Stage Board video tutorial cover?
The tutorial covers creating, activating, deactivating, and managing boards, as well as assigning and tracking contacts.
38. Is there a step-by-step guide for Stage Board usage?
Yes, the video tutorial provides a complete walkthrough on creating, editing, and managing stage boards effectively.