How to Remove the Duplicated Stages in the CRM Kanban Board

How to Remove the Duplicated Stages in the CRM Kanban Board

Introduction

Zoho CRM has released an update to the system which may have added some additional stages to the BluMortgage CRM. This article demonstrates how to remove those stages to deduplicate the columns in the mortgage module Kanban board. If you have any questions on how to modify the CRM stages, please contact us at support@bluroot.ca

How to Use

Please follow this video on how to remove the duplicated stages in the CRM Kanban Board: