The Settings Module allows users to configure and manage all essential dropdown options used throughout the Sales system. It acts as the control center for customizing your CRM according to your business workflow.
From defining Industries, Priorities, and Lead Sources to setting up Lead Stages, Deal Stages, Deal Types, and Contract Types, this module ensures that every part of your sales process is tailored to your organization’s structure.
By managing these settings, you can maintain consistency across all modules — making it easier for your team to capture, track, and report sales data efficiently.
