CRM Setting

CRM settings allow you to customize, configure, and manage how your CRM system works.

Key Feature

Ticket Category

• The type of support requests a customer is submitting. Eg. Complains, Request, Enquries and general

Ticket Status

• Indicates the current stage or progress of a support ticket in your CRM. It helps know what is happening with an issue or request at any given moment. Eg. New, Open, In progress

Lead Status

• Shows the current position or activity stage of a lead in your sales process. It helps to quickly identify how serious a lead is, what’s been done so far, and what should happen next. Eg. New, contacted, Interested, Demo Scheduled.

Ticket / Lead Source

Represents the current stage or progress level of a potential customer (lead). It shows how far the lead has moved from being a raw contact to a qualified sales opportunity — or whether they have dropped off. Eg. Email. Social Media, Website

Opportunity Stages

It represents the steps or milestones in your sales process from the moment you identify a sales opportunity until it’s won or lost. Eg. Qualified, Contacted, Proposal Sent, Negotiation

Task Categories:

the type or nature of a task so teams can prioritize and manage work effectively. They also improve reporting, automation, and make it easier to filter and assign tasks. Eg. Call, Email, Meeting, Follow up