CRM Admin: Settings

Confirm and Customize Settings -- Industries, Competitors, Sales Stages & More

Todd Collins avatar
Written by Todd Collins
Updated over a week ago

In the Admin section on the left side, you will find SETTINGS:

Confirming your settings is mostly done when you first subscribe: tailor your commodities, competitors, industries, sales stages, etc.

But, a note of caution:  if you change your sales stages, for example, that will affect your deals, reports and other valuable data.  Think carefully about WHY you want to change sales stages.  Our advice:  keep it simple!  The fewer number of stages, the less data entry required of your sales team.

Did this answer your question?