App Settings

Articles in App Settings.

• CRM configuration: General
  Workspace-wide CRM defaults — toggle deal line items, set the default currency and timezone for forecasts and reporting.
• CRM configuration: Pipelines
  Define and edit the sales pipelines and their stages — the columns that show up on the Pipeline (Kanban) board.
• CRM configuration: Fields
  Add or edit the custom fields on contacts, companies, deals and activities — they appear on every detail page sidebar and in segment / forecast logic.
• CRM configuration: Activities
  Customise the activity subtypes that show up across base bont — call, email, meeting, mail, SMS, LinkedIn, WhatsApp, task — plus any you add yourself.
• CRM configuration: Products
  Catalogue the products you sell so they're available as line items on deals — name, price, currency, optional SKU.
• CRM configuration: Loss Reasons
  Maintain the picklist of why deals are lost — and decide whether sales reps must pick one before closing a deal as Lost.
• CRM configuration: Data Sources
  Define where a contact, company or deal originated — inbound form, partner referral, sales prospecting — so attribution and acquisition reporting work.
• CRM configuration: Data Import
  Import contacts, companies and deals from a connected CRM in bulk, watch progress, and review past import jobs.
• Automations
  Build 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.
• Email and activity templates
  Save 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.