Build Your CRM's Foundation
Build a powerful and streamlined workflow for your team. This guide covers the essential configurations that form the backbone of your entire sales and support process. Getting this core setup right is the first step to unlocking your team's full potential.
Lead Organization & Workflow
These settings, primarily found in Leads > Admin Settings, define how your team interacts with, categorizes, and moves leads through your pipeline.
🏷️ Lead Tags
🗺️ Lead Stages
Financial & Outcome Classification
Found in TR Settings, these configurations are vital for high-level reporting, financial tracking, and understanding why deals are won or lost.
🛠️ Resolution Types & Resolutions
💵 Deposit Types & Methods
Agent Permissions & Capabilities
Configure what your agents can do to empower them while maintaining control over the workflow.
🏆 How to Assign Employees to the Leaderboard:
💵 Agent Workflow: Recording and Approving Customer Deposits: