App Settings
Articles in App Settings.
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CRM configuration: GeneralWorkspace-wide CRM defaults — toggle deal line items, set the default currency and timezone for forecasts and reporting.
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CRM configuration: PipelinesDefine and edit the sales pipelines and their stages — the columns that show up on the Pipeline (Kanban) board.
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CRM configuration: FieldsAdd or edit the custom fields on contacts, companies, deals and activities — they appear on every detail page sidebar and in segment / forecast logic.
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CRM configuration: ActivitiesCustomise the activity subtypes that show up across base bont — call, email, meeting, mail, SMS, LinkedIn, WhatsApp, task — plus any you add yourself.
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CRM configuration: ProductsCatalogue the products you sell so they're available as line items on deals — name, price, currency, optional SKU.
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CRM configuration: Loss ReasonsMaintain the picklist of why deals are lost — and decide whether sales reps must pick one before closing a deal as Lost.
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CRM configuration: Data SourcesDefine where a contact, company or deal originated — inbound form, partner referral, sales prospecting — so attribution and acquisition reporting work.
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CRM configuration: Data ImportImport contacts, companies and deals from a connected CRM in bulk, watch progress, and review past import jobs.
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AutomationsBuild rules that watch your CRM and act on their own — update a field, create or archive a record, send a notification or an email — when a record changes or a date arrives and your conditions are met.
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Email and activity templatesSave reusable email and activity templates so you stop rewriting the same messages and notes — then drop them in with one click while composing an email or logging an activity.