Configuration

Customize your workspace settings

Configuration

Learn how to configure and customize your CRM workspace.

Workspace Settings

General Settings

  • Workspace name and logo
  • Default currency
  • Date and time format
  • Language preferences
  • Business hours

User Management

  • Add and remove users
  • Assign roles and permissions
  • Set user quotas
  • Configure SSO

Pipeline Configuration

Creating Pipelines

1. Navigate to Settings > Pipelines

2. Click "Create Pipeline"

3. Name your pipeline

4. Add stages

5. Set stage probabilities

Stage Management

  • Reorder stages
  • Set stage colors
  • Configure automation
  • Define required fields

Custom Fields

Field Types

  • Text (single line)
  • Text area (multi-line)
  • Number
  • Currency
  • Date
  • Dropdown
  • Multi-select
  • Checkbox

Creating Custom Fields

1. Go to Settings > Custom Fields

2. Select object type (Contact, Deal, Company)

3. Click "Add Field"

4. Configure field properties

5. Save and apply

Email Configuration

  • Connect email accounts
  • Set up email templates
  • Configure tracking
  • Set signature
  • Configure sync settings

Integration Settings

Connect with your favorite tools:

  • Calendar sync (Google, Outlook)
  • Communication (Slack, Teams)
  • Marketing (Mailchimp, HubSpot)
  • Support (Zendesk, Intercom)