How CRM Settings Are Organized

Every setting for your Client Relations Manager lives on one page. Open Settings, then Client Relations Manager. The page has an Overview and five tabs, in the order you would set a business up: what you sell, where leads come from, how leads move, how your team works them, and how you measure it.

The Six Tabs

Each tab opens on a set of cards, one per area. Every card shows how that area is doing right now, for example "2 of 3 Feeds On" or "No Markets Yet", with a label such as Ready, Needs Attention or Not Set Up. Click a card to open its page.

A page can have parts of its own, shown as buttons under its title. For example, File Imports has Import Leads, Import Templates and Past Imports. The trail at the top of every page (for example Client Relations Manager › Lead Sources › File Imports) takes you back up a level.

Every page and part has its own address made of words, such as /settings/features/crm/lead-sources/live-feeds. You can bookmark any of them or send one to a colleague. A bookmark from before the page was reorganized opens the Overview.

Who Sees What

You only see the tabs and cards you are allowed to change. Each area keeps the right it has always needed:

• Manage CRM Settings: markets, lead details, every lead source, and status names.
• Manage Lead Pipelines: pipelines.
• Manage Sales Scripts: sales scripts.
• Manage Contact Rules or Configure System Settings: contact rules.
• Manage the Call Floor: the call list order and scoreboard tiles.
• Manage Goals & Cockpit: goals and the sales cockpit.

The organization owner sees everything. A tab with no card you can open does not show at all. The page is only there when your organization has the Client Relations Manager app.

The Market Switcher

Many areas work one market at a time: vendors and products, live feeds, file imports, online applications, pipelines and sales scripts. Instead of a market picker on each of those pages, there is one in the page header, beside Find A Setting.

• Click it and choose a market, or All Markets to see every market at once.
• Every area that works by market follows your choice as you move between tabs.
• Your choice is kept in the page address and remembered the next time you open the page.
• With only one market, the switcher simply shows its name. With no markets, it is not shown.

For example, you sell Home Purchase Loans and Refinance Loans. Pick Refinance Loans once, and Vendors & Products, Live Feeds and Pipelines all show the refinance side until you switch back.

Find A Setting

The search box in the header jumps straight to any tab, page or part you are allowed to open. Type what you are looking for in your own words, such as "text hours" or "import", and pick a result. Press the / key to put the cursor in the box. On a phone, tap the search button to open it.

Locked Cards

Some areas only make sense once you have a market: Vendors & Products, Live Feeds, File Imports, Online Applications, Pipelines and Sales Scripts. Until your organization has an active market, their cards still show, dimmed, with a padlock and Add A Market First. Clicking one opens the Add A Market page. Once you add a market, the cards open normally.

The Overview Tab

The Overview reads everything live from what is really set up. It never changes a setting itself; every card and line opens the page that does.

Your Setup Checklist

Six steps, in the order a new organization usually does them:

1. Add Your First Market: name something you sell.
2. Name A Lead Source: add the vendor that sends you leads, and what you buy from them.
3. Bring Leads In: connect a live feed, or import a file of leads you already have.
4. Build A Pipeline: lay out the stages a lead moves through.
5. Write A Sales Script: give your team the words to say on a call.
6. Set A Goal: give your team a target to work toward.

Each step ticks itself off when the thing it asks for really exists. Nobody has to mark it done. The ring shows how many steps are done, and Continue takes you to the next one. You only see the steps you are allowed to do. If a step shows Not Checked, Kamo could not read it just then; open the page again in a moment. When every step is done the checklist folds away to one line, Setup Complete, and anything that slips later shows under Needs Attention.

At A Glance

One card per tab, with a few live figures: how many markets and lead detail forms you have, vendors, applications live, feeds on, imports, markets with a pipeline, boards turned on, order rules, markets with scripts, goals and how many are hit, whether the cockpit is on, and how many scoreboard tiles you have.

Needs Attention

A short list of the things that need someone now. Each line opens the page where you fix it:

• A live feed is on, but its fields are not mapped yet, so its leads can't be read.
• A live feed has not received a lead in over a week.
• Leads are waiting in a live feed's queue.
• An import this week left rows out.
• A market has no lead source yet.
• A goal is behind pace.
• You have goals, but the sales cockpit is off, so nobody sees them on their home page.

When nothing needs you, it says All Clear.

Recent Changes And Undo

Every time someone saves a CRM setting, Kamo writes down who did it, when, and exactly what changed, in words: for example Call Hours: 9:00 AM – 6:00 PM → 8:00 AM – 7:00 PM.

• On every page that saves settings, Recent Changes lists that page's changes. The newest change to each thing has Undo: Kamo asks you to confirm, then puts back what was there before, through the page's own save, with your name on the undo.
• On the Overview, the Recent Changes card shows the latest few, and See All opens every change across CRM settings. Filter by tab, or by Changed By to see one teammate's changes. You only see changes to the parts of CRM settings you can open.
• Some changes can't be undone, and say why. A deleted form, vendor, product, feed, import template, pipeline, stage or sales script is gone, along with what went with it; add it again if you need it. Undoing a newly added market archives it, undoing a newly added goal retires it, and undoing a new vendor, feed or pipeline is refused once it has products, leads or stages.

Example: a teammate changed the call hours by mistake last night. Open Sales Floor › Contact Rules, choose Recent Changes, and press Undo on their change.

Help On Every Page

Every tab and page has a Help & Tips column: what the page is for, a few points worth knowing, and a link to its part of the help center. The first time you open a page, a short introduction explains it; Got It puts it away and What Is This? brings it back.

Leaving With Unsaved Changes

If you change something and try to leave the page before saving, Kamo asks Leave Without Saving? Choose Keep Editing to go back, or Leave Without Saving to throw the changes away.