Configure the CRM¶
Set these up once, then mostly leave them alone. Every deal, board, funnel and forecast uses them. These screens are for admins.
Where to find it: click your initials at the bottom left, select Settings, then CRM.
Guides¶
| Guide | Use it when |
|---|---|
| Set up pipelines | You create the stages a deal moves through. |
| Manage lead sources and see which ones convert | You add the channels your leads come from. |
| Add products | You add what you sell, so deals can carry product lines. |
| Set sales quotas | You give each salesperson a monthly target. |
Before you start¶
- You are an admin. The CRM settings page reads Configure how your CRM works — admin only.
- Your workspace has the CRM module.