<aside> ℹ️ In the CRM Settings, you are able to add/edit/remove the options that are set up in the CRM section. It includes the options for Companies, Contacts, Opportunities, Tickets, and Properties.

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Companies

Go to Settings > CRM Settings > Companies tab.

Under the Companies tab, are the Account Type, Industry Type, Business Type, Maintenance, and Account Level.

Succesfully created dropdown options will be displayed the list and on the CRM section.

Contacts

Go to Settings > CRM Settings > Contacts tab.

Create contact status options to select for the CRM > Contacts page.

Opportunities

Go to Settings > CRM Settings > Opportunities tab.

Under opportunities are the Deal Stage, Source, Type, and Pipeline. Create contact status options to select for the CRM > Companies page.