CRM settings

Shape the CRM around how you actually win and serve clients: the steps a deal goes through, and sensible defaults for every new record. Settings › CRM has tabs for Contacts, Accounts, Deals, Tickets, and Pipelines & stages.

Set up a pipelineCopy Anchor Link

A pipeline is the series of steps a deal moves through, such as Qualified, Proposal sent, Negotiating, and Won.

1. Open Settings › CRM and go to the Pipelines & stages tab.
2. Select Create Pipeline.
3. Enter the Pipeline Name and a description if helpful.
4. Select Add Stage for each step, in order. Give each a name, and set a probability (how likely deals there are to close, 0 to 100), a color, and a description if you like.
5. Turn on Set as default pipeline if new deals should start here.
6. Save the pipeline.

You're done when the deals board shows your stages as columns, in order.

Choose record defaultsCopy Anchor Link

1. Open the Contacts, Accounts, Deals, or Tickets tab.
2. Choose the defaults you want, such as whether a duplicate email is allowed, who new records are assigned to, their default visibility, the deal currency, or the ticket number prefix.
3. Select Save.

On the Tickets tab you can also set reply and resolve targets and auto-assign new tickets. See Set reply and resolve targets.

Good to knowCopy Anchor Link

• The default pipeline can't be deleted. Use Set as Default on another pipeline first.
• Keep stages few and clear. Each one should say where the deal is, so anyone can tell when to move it on.
• Changing the default affects new deals only. Existing deals stay where they are.
• Need extra fields on contacts or deals? See Custom fields.

RelatedCopy Anchor Link

• Deals
• Custom fields