Loading CRM...
CRM settings
Pipelines and stages…Deal stages, their order and colour, transition rules between pipelines, the link between a stage and an order status.Custom fields…Extra fields for deals and leads — what your business needs and the default card does not have.Lost reasons…What the manager picks from when a deal closes as lost. The loss report is built from them too.Automations…What the system does on its own: creates a task, moves a stage or reminds about a deal when an event happens.