Settings & Configuration
The Settings module provides centralized administrative control over your CRM environment. From organization-level preferences to communication integrations and data management, all configuration options are accessible via the sidebar Settings gear icon.
Organization Settings
Company Profile
Define your organization's identity and operational parameters within the CRM.
| Field | Description |
|---|---|
| Company Name | Legal entity name displayed across the platform |
| Logo | Organization logo used in reports, invoices, and communications |
| Address | Registered business address for document generation |
| GST / Tax Numbers | Tax identifiers required for invoice compliance |
| Business Hours | Operating hours used for SLA calculations and scheduling |
| Timezone | System-wide timezone for timestamps and reporting |
| Default Currency | Base currency applied to all monetary fields |
Industry Profile
Configure industry-specific terminology and module availability to align the platform with your business domain.
| Setting | Description |
|---|---|
| Industry Type | Determines available templates and default configurations |
| Module Terminology | Rename standard entities (e.g., "Leads" to "Prospects") to match internal vocabulary |
| Industry Modules | Enable or disable domain-specific modules based on your vertical |
Modules & Features
Toggle modules on or off based on operational requirements. Only enabled modules appear in the sidebar navigation.
| Category | Available Modules |
|---|---|
| Core CRM | Leads, Contacts, Accounts |
| Revenue | Deals, Invoices, Quotes |
| Activities | Tasks, Meetings, Calls |
| Industry-Specific | Projects, Properties (Real Estate), Enrollments (Education), Shipments & Trade Docs (Food Export), Test Drives (Automotive) |
| Automation | Workflows, Campaigns |
TIP
Disabling a module does not delete its data. Re-enabling the module restores full access to previously stored records.
Pipeline Configuration
Managing Pipelines
Pipelines represent structured sales or operational processes. Multiple pipelines can coexist to support distinct workflows (e.g., "New Business" and "Renewals").
- Navigate to Settings → Pipelines.
- Click + Create Pipeline or select an existing pipeline to edit.
- Define ordered stages within the pipeline.
- Assign a win probability percentage to each stage for forecasting purposes.
- Designate terminal stages as "Won" or "Lost."
Stage Settings
Each stage within a pipeline supports the following configuration options:
| Property | Description |
|---|---|
| Stage Name | Display label shown in the pipeline view |
| Color | Visual identifier for Kanban and reporting views |
| Win Probability (%) | Forecasting weight applied to deals in this stage |
| Terminal Type | Designate as "Won," "Lost," or leave as active (in-progress) |
| Auto-Actions | Optional workflow triggers executed upon stage entry |
INFO
Win probability values are used in revenue forecasting reports. Ensure percentages reflect realistic conversion rates for accurate projections.
Communication Settings
WhatsApp Configuration
Integrate WhatsApp Business API for direct customer messaging within the CRM.
- Navigate to Settings → Communication → WhatsApp.
- Enter your Phone Number ID and Access Token from the Meta Business platform.
- Configure approved message templates for outbound communications.
- Define auto-reply rules and opt-in management policies.
WARNING
WhatsApp Business API credentials must be obtained directly from Meta. Ensure your business is verified before attempting integration.
Email Configuration (SMTP)
Configure outbound email delivery for system notifications, campaigns, and direct correspondence.
| Field | Description |
|---|---|
| SMTP Host | Mail server hostname (e.g., smtp.gmail.com) |
| Port | Server port (typically 587 for TLS or 465 for SSL) |
| Username | Authentication username for the SMTP server |
| Password | Authentication password or app-specific token |
| Default Sender Name | Display name on outbound emails |
| Default Sender Email | Reply-to address for system-generated messages |
| Email Signature | HTML or plain-text signature appended to outgoing emails |
After configuration, use the Send Test Email function to verify delivery.
Calling (TeleCMI / PIOPIY)
Configure telephony integration for click-to-call and call logging.
| Field | Description |
|---|---|
| Agent User ID | Unique agent identifier provided by the telephony service |
| Agent Password | Authentication credential for the telephony API |
| Caller ID | Outbound number displayed to call recipients |
| Call Recording | Enable or disable automatic call recording |
Users & Team
Managing Users
Administer user accounts, access levels, and organizational assignments.
- Navigate to Settings → Users.
- Click + Add User to create a new account.
- Complete required fields: Name, Email, Phone, Job Title, and Department.
- Assign one or more roles to define permissions.
- Set the user's reporting manager to establish hierarchy-based data access.
- Optionally assign territory or branch designations.
INFO
Deactivated users retain their data and record ownership but cannot log in. Reactivation restores full access without data loss.
Roles & Permissions
Role configuration controls what each user can see and do within the platform.
| Capability | Description |
|---|---|
| Custom Roles | Create roles tailored to specific job functions |
| Module Permissions | Granular control per module (View, Create, Edit, Delete) |
| Field-Level Security | Restrict visibility of sensitive fields by role |
For detailed information on role configuration, refer to the Users & Roles guide.
Custom Fields
Extend any entity with additional data fields to capture business-specific information.
| Field Type | Description |
|---|---|
| Text | Single-line or multi-line free text |
| Number | Numeric values with optional decimal precision |
| Date | Date or date-time picker |
| Select | Single-choice dropdown |
| Multi-Select | Multiple-choice selection |
| Boolean | True/false toggle |
| URL | Clickable hyperlink |
Custom field configuration options:
| Option | Description |
|---|---|
| Required | Enforce mandatory input on record creation or update |
| Visibility | Restrict field display by user role |
| Filterable | Include the field in list view filters and report criteria |
Data Management
Import
Bulk import records from external sources into the CRM.
- Navigate to Settings → Data Management → Import.
- Select the target entity (Leads, Contacts, Accounts, or Deals).
- Upload a CSV file containing your data.
- Use the column mapping wizard to align file headers with CRM fields.
- Review duplicate detection results before confirming the import.
WARNING
Ensure CSV files use UTF-8 encoding. Date fields must follow the format specified in your organization settings.
Export
Export records from any list view for external analysis or backup purposes.
| Feature | Description |
|---|---|
| On-Demand Export | Export current list view to CSV or Excel format |
| Filtered Export | Apply filters before export to target specific record subsets |
| Scheduled Export | Automated periodic exports (coming soon) |
Lead Sources & Tags
Lead Sources
Define the channels through which leads enter your pipeline.
| Example Sources | Description |
|---|---|
| Website | Inbound leads from web forms |
| Social Media | Leads captured from social platforms |
| Referral | Leads received through partner or customer referrals |
| Cold Call | Outbound prospecting leads |
| Advertisement | Leads generated from paid campaigns |
Lead sources can be assigned automatically through web form integrations.
Tags
Tags provide flexible, cross-entity categorization for filtering and segmentation.
- Navigate to Settings → Tags.
- Create tag categories relevant to your business (e.g., Priority, Region, Product Interest).
- Apply tags to records manually or via automation rules.
Related:
Next Step: Users, Roles & Permissions