CRM Settings

Customize the CRM module to match your sales process. Configure pipeline stages, price books, commission tracking, and more.

Accessing CRM Settings

Navigate to CRM → Settings (/crm/settings).

Settings Tabs

General Settings

The General tab contains workspace-level CRM feature toggles. Currently this includes:

Commission Tracking

• Enable commissions — toggle to show/hide the Commissions page in the CRM sidebar (admin only)
• Commission trigger — choose between Deal Won or Invoice Paid (Invoice Paid requires Finance module)
• Default commission rate — workspace fallback percentage (overridden by rep or price book rates)
• Require manager approval — when enabled, commissions start as Pending

See Commissions for full details.

Pipeline Settings

Managing Pipeline Stages

Your sales pipeline consists of stages deals move through.

Default Stages:

Adding a Stage

1. Go to CRM Settings > Pipeline
2. Click Add Stage
3. Configure:

4. Click Save

Editing Stages

1. Find the stage in the list
2. Click Edit
3. Modify fields
4. Save

Reordering Stages

Drag and drop stages to reorder:

1. Hover over stage row
2. Drag handle appears
3. Drag to new position
4. Order saves automatically

Deleting Stages

1. Click Delete on the stage
2. Choose disposition of existing deals:
   • Move to another stage
   • Keep in deleted stage (hidden)
3. Confirm

Stage Configuration Options

Price Books

What Are Price Books?

Price books contain pricing information for products and services:

• Multiple price books for different regions
• Currency-specific pricing
• Commission rate defaults
• Package bundling

Creating a Price Book

1. Go to CRM Settings > Price Books
2. Click New Price Book
3. Enter details:

4. Click Create

Adding Products

Add items to your price book:

1. Open the price book
2. Click Add Product
3. Configure product:

Creating Packages

Bundle products together:

1. In price book, click New Package
2. Name the package
3. Add products to bundle
4. Set package pricing:
   • Sum of items — Add individual prices
   • Custom price — Override total
5. Save

Example Package:

Using Price Books in Deals

When creating a deal:

1. Select a Price Book
2. Add line items from the price book
3. Prices auto-populate
4. Adjust quantities and discounts
5. Commission calculates automatically

Custom Fields

Define your own data fields for contacts, deals, and companies. Custom fields let you capture data unique to your business process — like "Contract Type", "Annual Budget", or "Lead Quality Rating".

Key Features

• 12 field types — text, number, date, select, multi-select, checkbox, URL, email, phone, currency, long text, rating
• Validation — required fields, min/max constraints, option lists
• Section groups — organize related fields under headings
• Visibility controls — choose where fields appear (forms, detail views, list views)
• Webhook integration — map incoming webhook data to custom fields using the cf. prefix

Quick Setup

1. Go to CRM Settings > Custom Fields
2. Select entity tab (Contacts, Deals, or Companies)
3. Click Add Field and configure label, type, and options
4. The field immediately appears in edit dialogs and detail views

→ Full Custom Fields Documentation

Email Templates

Creating Templates

Build reusable email content:

1. Go to CRM Settings > Email Templates
2. Click New Template
3. Compose:

Template Variables

Personalize with dynamic content:

Example Template:

Subject: Following up on {{deal.title}}

Hi {{contact.first_name}},

Thanks for discussing {{deal.title}} with us. 

As mentioned, the proposed value is {{deal.value}}.

Next steps we discussed:
- [Action item 1]
- [Action item 2]

Let me know if you have any questions.

Best,
{{user.name}}

Template Categories

Organize templates:

• Prospecting — Cold outreach
• Follow-up — Post-meeting
• Proposal — Sending proposals
• Closing — Final negotiations
• Nurture — Long-term follow-up

Template Editor

Features:

• Rich text formatting
• HTML source editing
• Variable insertion dropdown
• Preview mode
• Mobile preview

Loss Reasons

Configuring Loss Reasons

Track why deals are lost:

1. Go to CRM Settings > Loss Reasons
2. Click Add Reason
3. Enter reason name
4. Save

Common Loss Reasons:

Requiring Loss Reasons

Make loss reason mandatory:

1. In Loss Reasons settings
2. Toggle Require on deal loss
3. Reps must select a reason when marking lost

Loss Reason Analytics

Reports show:

• Most common loss reasons
• Loss rate by reason
• Trends over time
• Rep-specific patterns

Lead Sources

Managing Sources

Track where leads originate:

1. Go to CRM Settings > Lead Sources
2. Click Add Source
3. Enter source name
4. Save

Common Lead Sources:

Source Attribution

Configure first-touch or multi-touch:

• First-touch — Original source gets credit
• Multi-touch — All touchpoints tracked

Import and Export

Data Import

Import records from CSV:

1. Go to CRM Settings > Import
2. Select record type:
   • Contacts
   • Companies
   • Deals
   • Activities
3. Upload CSV file
4. Map columns to fields
5. Preview and validate
6. Import

Data Export

Export CRM data:

1. Go to CRM Settings > Export
2. Select record type
3. Apply filters
4. Choose format (CSV, JSON)
5. Download

Advanced Settings

Duplicate Detection

Configure how duplicates are identified:

Activity Settings

• Default activity types
• Required fields
• Auto-capture from email

Notification Settings

• Deal assignment alerts
• Stage change notifications
• Overdue activity reminders

Next Steps

• Custom Fields — Define your own data fields
• Deals — Use your configured pipeline
• Automations — Build workflow rules
• Commissions — Configure commission plans