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Configure CRM Settings

CRM → Settings is for sales admins. It shapes how every rep works — stages on the board, how leads are scored, and which reasons appear when a deal is lost.

Open Settings​

  1. Sign in as a user with the Sales admin CRM role.
  2. Go to CRM → Settings.
  3. If you land on the dashboard instead, your role doesn't include configure rights — ask an administrator to update your access.

What each section does​

SectionPurpose
Pipeline ManagerCreate pipelines and the stages deals move through
Lead Score RulesRules that score leads automatically in the background
Lost ReasonsStandard reasons when a deal is closed lost
Email TemplatesReusable templates for CRM emails
Sales TerritoriesTerritory assignment rules for owners and coverage
Commission RulesHow commissions are calculated on closed deals
CRM PermissionsFiner matrix of who can do what in CRM
Custom FieldsExtra fields on CRM records for your process

Set up a pipeline​

  1. Open Pipeline Manager.
  2. Create a pipeline (for example “Standard sales” or “Enterprise”).
  3. Add stages in the order reps should progress deals.
  4. Save. New deals can select this pipeline; the Pipeline Board columns follow these stages.

Lead scoring and lost reasons​

  1. Under Lead Score Rules, define what increases or decreases a score (source, engagement, firm details, and so on as configured).
  2. Under Lost Reasons, add the choices you want in win/loss reporting — keep the list short enough that reps pick accurately.
  3. Changes apply going forward; scores recalculate in the background.

Territories, templates, and commissions​

  1. Use Sales Territories so ownership and coverage match how your team sells.
  2. Maintain Email Templates for consistent outreach.
  3. Configure Commission Rules, then use the commissions board to approve and pay out closed-won deals.

:::warning Change stages carefully Renaming or removing stages affects open deals on the board. Agree the stage list with sales leadership before editing a live pipeline. :::

Next step​

Approve deal commissions

Review, split, and mark commissions paid after deals close.