CRM Setup
CRM Settings, screen by screen
Every settings card, what it controls, and the order to work through them when you are setting the CRM up.
Last updated September 2, 2026
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
Changing a stage or source name changes it for every tribe and every historical record at once. Reports people have been reading for months suddenly describe something else. Agree the words before the network starts using them.