KamoCRM

CRM settings in the help center, one article per tab, linked from every Help & Tips

Docskamo-internal
Shipped
November 14, 2026 at 3:20 AM UTC
Author
Kamo
Commit
ee99d6b

A new Client Relations Manager section, CRM Settings: How CRM Settings Are Organized (the six tabs, the market switcher, Find A Setting, locked cards, the Overview checklist and Needs Attention) and one article per tab (Markets And Lead Details, Lead Sources, Lead Journey, Sales Floor Settings with Contact Rules and Can We Reach Them Now?, Goals And Scoreboard), written from the screens' own code and words for a first-timer. The articles that described the old eleven-tab page now describe the new one: markets, lead detail forms (was Custom Forms), status names (was Status Labels), vendors and products, live feeds (was Automated Imports), file imports (was Manual Imports), and the sales floor articles' directions to contact rules, state rules, people not to start, call list order, scoreboard tiles, goals, the cockpit, scripts and pipelines. Section titles follow (taxonomy.mjs); manifest and relations gain only the new section and the changed titles. Each tab's Help & Tips links its article; each drill-in links "How this works" at its own heading in the tab's article (crmHelpArticles.ts, held to the articles by a test), beside its deeper article. Imported and published (7 created, 41 updated).

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