CRM Setup
Use the CRM Setup module to configure CRM activities, competitors, forecasts, lost reasons, ratings, and status codes. It contains the following submodules:
- Attributes
- Pipeline Activity Categories
- Pipeline Activity Types
- Pipeline Competitor
- Pipeline Forecast Finance Accounts
- Pipeline Lost Reasons
- Pipeline Ratings
- Pipeline Status Codes
- Related Topics:
- Attributes
Use Attributes under Settings to configure attributes that can be used as criteria in pipeline activities. You can add, delete, and enable attributes. You can also specify values for all attribute data types such as lists, texts, integers, decimals, dates, time, and check boxes. - Pipeline Activity Categories
Use Pipeline Activity Categories under Settings to configure activity categories. In WorkBook, activity categories can be used to further group activities. You can add and remove pipeline activity categories. You can also assign activity categories to activity types in . - Pipeline Activity Types
Use Pipeline Activity Types under Settings to configure activity types. In WorkBook, activity types help you filter screens, making it easier for you to find the data that you need. You can create and remove pipeline activity types and assign activity categories to each activity type. You can also create and remove pipeline activity categories in . - Pipeline Competitor
Use Pipeline Competitor under Settings to manage your list of competitors. You can add and delete competitors for your business opportunities or pipeline. - Pipeline Forecast Finance Accounts
Use Pipeline Forecast Finance Accounts under Settings to configure forecast finance accounts and map them to an account and budget. You can add and remove pipeline forecast finance accounts. You can also update the mapped budget, as needed. - Pipeline Lost Reasons
Use Pipeline Lost Reasons under Settings to manage your list of lost reasons. In WorkBook, this helps you track the reasons that you lost a business opportunity or pipeline, which in turn can help you find areas for improvement. You can add and delete lost reasons, as needed. - Pipeline Ratings
Use Pipeline Ratings under Settings to configure rating descriptions that can be used to identify the probability of winning a business opportunity or pipeline. You can create and remove pipeline ratings. - Pipeline Status Codes
Use Pipeline Status Codes under Settings to configure status codes that can be used to identify the status of a business opportunity or pipeline. You can create at remove pipeline status codes.
Parent Topic: Settings