CRM References (sidebar CRM) holds the setup lists for the CRM: Activity Type, Stage, Period and Labels.
| List | Used for |
|---|---|
| Activity Type | Kind of activity on a record or stage move |
| Stage | Columns of the Pipeline |
| Period | Periods for CRM Statistics targets |
| Labels | Colored labels on CRM records |
Configure a stage
- Open Stage and click the add button, or open an existing one.
- Fill Name, Order, Default Completion, Default Label and Color.
- Set Pipeline Page Size to limit how many cards load per stage.
- Choose Form on Stage Entry: Default, Stage Note Only, Offer or Order.
- Switch Open Form Automatically on or off, then save.
Tips
- The Stage grid shows the form of each stage with a "(Default)" marker when none was chosen.
- Keep Is Active on for stages that should appear on the Pipeline.
- Changes affect how the Pipeline behaves immediately.