CRM settings
Your business details, numbering, printing, GST, currencies, pipelines, custom fields, web forms, lead sources and lost reasons.
Go to Settings › Business settings. Each tab has its own save button.
| Tab | What you set |
|---|---|
| Business | Name, address, phone and email printed on quotes and invoices, and your GST registration. Customers' replies to your emails go to this email. |
| Numbering | Prefixes and next numbers for quotes, orders and invoices. |
| Printing | Paper size and what quotes and invoices show. |
| Cash & bank | The accounts payments go into. |
| Tax | The standard rate and round-off. |
| Currencies | Other currencies you quote and bill in. Standard plan and above. |
| Pipelines | Your sales pipelines and their stages. See Pipelines and stages. |
| Custom fields | Extra fields on leads, deals, contacts and companies. See Web forms and custom fields. |
| Web forms | Forms on your website that create leads. |
| Lead sources | Where leads come from, such as Website, Walk-in or Referral. Used in the Lead sources report. |
| Lost reasons | Why deals are lost, such as Price or Went with another supplier. Used in the Lost reasons report. |
| Sales targets | Monthly targets for the team and each person. See Saved views, sales targets and the calendar. |
| Email templates | Emails you send often. See Call, WhatsApp and email. |
Workflows, assignment rules and lead scoring are under Settings › Automation. See Automate follow-ups with workflows.
Your own email and reminder choices are under My notifications. See Your day and notifications.