The CRM settings screen (menu CRM › CRM settings, address /settings/crm) gathers all CRM settings in one place, grouped by theme. It is open to Administrators, CRM administrators, Catalog managers and Payroll: each person only sees the screens they are allowed to open.
The themes
- Sales organization: security roles, divisions, sales teams, team roles, territories;
- Data: custom fields, picklists, duplicates, enrichment;
- Sales cycle: pipelines, competitors, web forms;
- Quotes and orders: quote, order and installed base settings;
- Catalog: products and services, families, price lists, currencies, import and export (catalog managers);
- Communication: email and calendar, sequence sending settings;
- Compensation: commission plans (payroll);
- Automation and AI: lead assignment, lead scoring, lead settings (including AI scoring).
Search for a setting
Type a few letters in Search for a setting: the list only keeps the screens whose name, description or a related word matches, ignoring case and accents. For instance, “currency” finds Currencies and rates, “duplicate” finds Duplicates.
Move between settings
Each CRM settings screen shows the same theme navigation on the left, and above it a breadcrumb CRM settings › CRM › theme › screen. All CRM settings takes you back to the home. Screen addresses do not change: your bookmarks still work, and /crm/admin leads to the home.
Work screens stay in the CRM menu: quotes, orders, installed base, catalog, commissions.