CRM Setup
Turning the CRM on for your tribes
CRM Tribe Access: giving tribes the CRM, all at once or a few at a time.
Last updated September 2, 2026
The CRM does not appear in a tribe until you switch it on for that tribe. CRM Tribe Access in CRM Settings is where that happens.
All or selected
Either enable for all tribes, or pick the ones that get it. Select all and deselect all are there for the moment you change your mind about a network-wide rollout.
Roll out in stages
- Turn it on for one or two willing tribes first.
- Let them use it properly for a few weeks and tell you what is missing.
- Fix the vocabulary while only a handful of people are affected.
- Then open it to everyone.
A network-wide launch into a half-agreed configuration produces months of cleaning up, and reps who decided in week one that the CRM is not worth using.
Turning it off again
REMOVING ACCESS HIDES, IT DOES NOT DELETE
A tribe that loses CRM access keeps all its data — contacts, companies, deals and history are exactly as they were. Switch it back on and everything returns. Nothing is lost by pausing a tribe that is not ready.