CRM Settings is where the CRM is configured. Almost everything here is organisation-wide: set once, used by every tribe. That is what makes network reporting possible, and it is why a change here is worth a moment's thought.
To show CRM for team members, open CRM, select CRM Settings, and find Team Member Access beside CRM Tribe Access. Switch on Allow team members to access CRM; this switch saves immediately. It is enabled by default for new organisations. Existing organisations keep their saved choice. Each person still needs Access CRM enabled in Manage Access, and the CRM application must be available to team members and their tribe.
The words your business uses
| Card | Controls |
|---|---|
| Lifecycle Stages | The journey a contact or company takes with you. |
| Company Statuses | The standing of an account, separate from that journey. |
| Opportunity Stages | The steps a deal passes through. |
| Opportunity Types | What kind of business a deal is. |
| Lead Sources | Where business comes from. |
| Contact Categories | How contacts are grouped. |
| Task Priorities | How the task list sorts. |
| Calendar Event Types | The kinds of appointment you book. |
| Communication Log Types | The kinds of conversation you record. |
The fields you add
Contact Fields and Company Fields add whatever your business tracks that Gorilla Dash does not have a box for. Create them before importing anything.
How the CRM behaves
| Card | Controls |
|---|---|
| CRM Tribe Access | Which tribes have the CRM at all. |
| Team Member Access | Allow team members to access CRM. This is the same setting shown in Team Member Settings. |
| Quick Rules | Which events move a contact to which stage. |
| New Lead Window | How recent a lead has to be to count as new. |
| POS Sales Linking | Whether sales are tied to opportunities, and how. |
| Card Display | Whether CRM cards lead with the company name or the contact name. |
| Email Footer | The signature on email sent from the CRM. |
| Import Settings | What tribe users are allowed to import. |
The order to do it in
- Tribe access — decide who has the CRM.
- Team members, in each tribe.
- The vocabulary: lifecycle stages, opportunity stages, lead sources, statuses.
- Custom fields, before any import.
- The behaviour: quick rules, sales linking, lead window — last, once real records are moving.