Settings

Configure CRM behaviour and defaults.

20.1 General Settings

• Default Pipeline — Pipeline used for new deals unless specified
• Stale Lead (Hours) — Flags leads that have gone inactive beyond the configured window
• Inbox Response SLA (Hours) — Controls when conversations appear overdue in the inbox
• Tenant Currency & FX — CRM now inherits the tenant’s shared currency policy, supported currencies, and FX source instead of owning its own currency settings

If you have permission, use Manage Currency & FX to open the tenant-wide currency settings screen.

20.2 Invoice Sync

Invoice sync is configured from the separate Invoice Sync settings page:

• Standalone — CRM invoices remain inside CRM only
• Dual-Mirror — CRM invoices create corresponding Accounting invoices when the Accounting module is enabled
• Accounting authority — In dual-mirror mode, receivables and payment progression are controlled from Accounting
• Retry Sync — Failed mirror attempts can be retried from the CRM invoice detail page

20.3 Lost Reasons

Configure required lost reasons:

1. Go to CRM Settings
2. Enable Require Lost Reason — forces reps to select a reason when losing a deal
3. Add custom lost reasons (e.g. "Price too high", "Chose competitor", "No budget")

20.4 Lead Sources

Manage the list of lead sources:

• Website, Referral, Cold Call, Social Media, Event, Partner, etc.
• Add custom sources as needed

20.5 Segments & Industries

Define customer segments and industries for categorisation:

• Segments: SME, Enterprise, Government, NGO, etc.
• Industries: Technology, Healthcare, Finance, Retail, etc.

20.6 Lead Scoring Rules

Configure how lead scores are calculated:

1. Go to CRM Settings > Lead Scoring
2. Set point values for different actions and attributes
3. Set temperature thresholds (Hot, Warm, Cold)

20.7 Stale Lead Threshold

Set how many hours of inactivity should pass before a lead is treated as stale on the dashboard and lead worklists.

20.8 Document Branding

1. Go to Sidebar > Settings > Document Branding
2. Upload your logo
3. Set header/footer text for PDFs (quotes, invoices, contracts)
4. Configure colours and layout

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