<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.

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

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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.