⚙️ Customizations
Our CRM is designed to be fully customizable to fit your business needs. You can personalize various elements to match your workflows, and all customizations are automatically synced across team members' accounts.
Accessing Customization Settings 🛠️
To customize your CRM:
Go to More > Settings.
Select Manage Customization to access all available options.
Customization Features
Lead Status 🏷️
Create Custom Statuses: Define stages in your sales pipeline with unique colors for easy identification.
Set Default Status: Automatically apply a default status for new leads.
Sales Conversion Status: Specify the status that counts as a sales conversion when a lead is marked as sold.
Lead Labels 🏷️
Categorize Leads: Create unlimited labels with unique colors for easy identification and organization.
Set Default Labels: Apply default labels to categorize new leads automatically.
Lead Form Fields 📋
Customize Lead Forms: Add various field types like text, phone, email, dropdown, location, date/time, and checkboxes.
Flexible Fields: Tailor forms to capture relevant information specific to your business.
Task Customization 📝
Task Types: Create custom task types with specific fields based on your business needs.
Flexible Reminder Times: Set customizable reminder times (e.g., 15 minutes before the task) to stay on track.
Custom Fields: Add custom fields to task forms, such as phone numbers, emails, dates, and more.
Lead Activities 📆
Track Activities: Define custom activities for meetings, visits, or feedback.
Custom Fields for Activities: Add fields to activities to collect additional information.
Duplicate Leads 🚫
Allow/Disallow Duplicates: Control whether duplicate leads are allowed in your organization. If disabled, any attempt to create duplicate leads will result in an error.
Lead Display Fields 🖥️
Customize Leads Page: Display important information like Facebook data or any custom field data directly on the leads homepage.
Critical Update Sync Across Team Members 🔄
Auto Sync: All customizations are automatically synced to team members as they continue using the CRM.
Logout All Team Members for Critical Updates:
Go to Settings.
Select Logout > Logout All Team to log out all team members. This ensures that all members must log in again to apply and receive the latest updates
Our CRM's extensive customization options allow you to mold the platform according to your business processes, ensuring an efficient and organized workflow for your entire team.
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