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CRM configuration: General

Workspace-wide CRM defaults — toggle deal line items, set the default currency and timezone for forecasts and reporting.

The General tab under CRM configuration holds the workspace-wide knobs that shape how everything else behaves. Admin-only.

Open it

In base bont, open Settings → App Settings → CRM configuration → General.

CRM configuration General page with toggles and dropdowns for line items, currency and timezone
Three controls cover currency, timezone and whether deals support line items.

Settings

  • Deal line items — toggle to enable per-product line items on deals. Off by default; turn on if you want to attach products to deals (see CRM configuration: Products).
  • Default currency — used wherever a deal doesn't override its own currency. Affects pipeline totals, forecasting, invoices, billing reports.
  • Timezone — workspace baseline for activity timestamps, "due today" filters and report rollups. Individual users still see times in their local timezone in the UI; the setting is for storage and analytics alignment.

Changing values

Pick from the dropdowns and click Save. Changes take effect immediately for new records; existing records keep their original values until edited.

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