To open the Settings: CRM form, go to: Administration > Settings > CRM.
Note. Any changes made on this form are applied immediately.
The Settings: CRM form
This form allows you to turn on the CRM functionality and to configure it.
Setting | Description |
|---|---|
Enable the CRM Module | Select this option to enable the CRM module if you need to manage the relations with prospects and leads. |
Enable Company Statuses | Select this option if you need to list potential customers by status in documents and reports. With this option selected, you can change a company status on the Additional Information tab of the company's master record. |
Custom Statuses for Leads | Select this option if you need to extend the list of lead statuses (as compared to the default one). You can click the Edit the List of Lead Custom Statuses link to add new statuses for leads. |
Status "In Process" | This field appears only if the Custom Statuses for Leads check box is not selected. You can select another status that would indicate an order in process. Also, you can redefine the default status by selecting another font and background color. |
Status "Completed" | This field appears only if the Custom Statuses for Leads check box is not selected. You can select another status that would indicate a completed order. Also, you can redefine the default status by selecting another font and background color. |
Enable the Bitrix24 Integration | Turn on this functionality if you want to integrate with Bitrix24. You will be able to configure this integration if you click the Configure the Bitrix24 Integration link. For more information, see Bitrix24 Integration. |