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.
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. |
| 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.
RENAMING IS NOT FREE