Markets Explained

A Market is the top-level category every lead, vendor, and product belongs to in KamoCRM. Vendors and products are scoped to a single market each, and every lead is filed under one market.

Every market has a two-level classification, Sales Type → Sub-Type:

• Service
  • Residential Mortgage
  • Commercial Mortgage
  • Custom
• Product
  • Custom (Product has no other sub-type)

So a market's full category reads like "Service - Residential Mortgage" or "Product - Custom." This classification isn't cosmetic — it's what unlocks mortgage-specific features (like the Borrower Origination Web Portal default product, or MLOS/LOS integrations) on markets classified as Residential Mortgage.

Beyond classification, a market also carries its own settings:

• Company Tracking — every market is set to either Track Company Name or Individual Only, determining whether leads in that market capture a company name.
• Quotes — a market can optionally enable a Quotes tab, letting staff build and send priced proposals to leads in that market, with a default terms template.
• Default commission — a market can pre-fill the commission amount/type used when an opportunity reservation on one of its leads is approved (the approver can still change it per-reservation).
• Custom Forms — a market can have one or more custom intake forms attached, in a set display order.

Markets are never deleted, only archived and reactivated — archiving hides a market from leads, vendors, and imports without destroying its data or history.