CRM Settings

You can manage and customize the settings of your CRM by navigating to the Settings tab. Use the options on the left-hand sidebar to select which settings to edit.

 

In this guide:

• Contact Types
• Contact Statuses
• Contact Fields
• Manual Sources
• Project Statuses
• Deal Statuses
• History Types
• History Flags
• Tags
• Task Templates
• Integrations

 

Contact Types

Contact types allow you to organize your CRM by creating labels that can be assigned to contacts. Think about the different types of contacts you’d like to store and come up with a list of types that can easily identify the most important categories. It can also be quite helpful to sort contacts in your CRM by type, so if there are categories of contacts you often want to see as a group, add them as contact types and save yourself time and effort.

 

Add or edit contact types

When you create a form, you may also want to create a new Contact Type in the CRM to make sure that the customers that submit the form can be segmented within your CRM by their type.

To add a new Contact Type, click on Contact Types from the left-hand menu and select the blue Add Contact Type button. Once you've entered the name, click Save.

You can edit an existing Contact Type by clicking the expandable menu (three-dot icon) to the right of any type and selecting Edit. You can then give the Contact Type a new name and save it.

 

Contact Statuses

Statuses can be assigned to your contacts at any point to help provide context to how they're doing at that very moment. Having an up-to-date status on each contact will help your team stay up to date.

Think about the lifecycle of your contacts. Do you manage a 'new lead' differently from a 'current customer'? If so, add statuses that'll help your teammates know exactly whats needed. As time goes on, you can change the status of the fly for any contact to keep everyone informed.

 

Contact Fields

Contact fields are the individual fields where your contacts' info is displayed. Add fields to organize the different types of information you want to collect, such as phone number, email, etc. There are lots of pre-set field options for things like pre-formatted numbers, email addresses, and more.

Think about all the different details you might want to store for each new lead or customer, and add fields here for each one. Remember, not every field must be filled out for every contact in your CRM, so feel free to add fields that might not be used by every new contact.

Alternatively, if it's something you know you’ll want store for each new lead or customer, set the field to required to make sure the info is collected for each new contact. You can also add it to your ‘Add Contact’ form, that will display the field in the form you use to add new contacts.

Add as many fields as you need, and stay organized with headings. Headings will separate your contact fields visually when you're viewing a contact's details.

 

Add or edit contact fields

When you create a new field within your form, you will also want to create a new Contact Field in the CRM to ensure that all of your form submission information transfers over successfully.

Your Contact Fields can be divided into "sections" to help organize your Contact Fields:

To add a new section, select the blue + Contact Section button. 

To add a new Contact Field to a section, click the + Contact Field button below each section. The Contact Info section at the top of this page consists of your Primary Fields. Since this cannot be edited, you cannot add new Contact Fields to that section.

Optional: You can rearrange the order in which your Contact Fields appear in your CRM by clicking and dragging them up or down the list. To edit or delete a Contact Field, select the overflow menu on the right side of a Contact Field. Note: Primary Fields cannot be edited or deleted.

Arranging multiple-choice field options

There is no way to rearrange existing field options when editing a dropdown, radio button, or checkbox-type field. In order to rearrange your options, you'll need to delete the options up to where you want to add/rearrange your options, save, and edit the field again to add them in order. Sometimes it helps to add options one by one to ensure they save in the desired order.

Deleting field options deletes data for that field. Before deleting field options, export your contacts' information for that field and their CRM ID. This way you can reimport the data to the newly arranged field.

Check out this article for more about multiple-choice fields and Forms: Set Up Field Mapping for a Dropdown, Checkbox, or Radio Button Form Field

 

Manual Sources

Manual sources are used to track any source that brings you new contacts. If you have a billboard ad on the interstate, that's a source. If you use a form on your website that automatically creates contacts in your CRM, that's a source too! Stay in tune with the traffic sources that send you the best contacts with contact sources. Add a source for each way a new contact can come your way.

List anything from your website forms to your aunt Linda that just can’t quit bragging to her friends about your business. Knowing which sources bring you the most valuable customers helps you focus your marketing on the right places.

 

Project Statuses

These are similar to deals, but where deals track proposed work, projects are intended to let you track the actual work you do once the lead is a customer.

Start by customizing the ‘project’ term to fit your business, then add as many custom statuses as needed. When your teammates jump in, they'll know exactly what's new with each project. 

 

Deal Statuses

If you’d like to use your CRM to track a sales pipeline, Deals are the tool for you. Deal statuses provide insight into the current state of a deal that you're working on. Add the statuses that make sense for your sales process. 

Does your team work on ‘bids’ instead of ‘deals?’ No problem. Start by customizing the deal term itself, then add custom statuses to describe where it’s at in your pipeline. Any teammate will be able to see the status for any deal, giving them the details they'll need to keep the deal moving and turn them into sales!

 

History Types

If you’d like to track activity between you and your contacts for things like phone calls, meetings, or emails, use history types! You can add history items to mark any kind of activity.

Think about the ways you regularly interact with each contact and add a history type for the most important ones. Then when your teammates have any kind of interaction with a contact, they can quickly and easily add it to the contact history and keep the whole team up to speed.

 

History Flags

Tags

Create tags to more easily look up and categorize Contacts.

 

Task Templates

This is where you can create saved templates to select when creating new Tasks.

 

Integrations

All available third-party applications that can link to the CRM will be listed here.