CRM Settings

Everything about how your Client Relations Manager works is set up on one page: Settings, then Client Relations Manager. It opens on an Overview and has five more tabs, in the order a manager thinks about the business: what you sell, where leads come from, how leads move, how the team works them, and how you measure it.

What You'll Find Here

• How CRM Settings Are Organized: the six tabs, the market switcher, Find A Setting, locked cards, and the Overview's setup checklist and Needs Attention list.
• Markets And Lead Details: the things you sell, and the extra questions their leads carry.
• Lead Sources: vendors and products, live feeds, file imports and online applications.
• Lead Journey: each market's pipeline, and what your lead statuses are called.
• Sales Floor Settings: the call list order, contact rules (with Can We Reach Them Now?) and sales scripts.
• Goals And Scoreboard: goals, the sales cockpit and the scoreboard's tiles.

If You Are Setting Up For The First Time

Start with How CRM Settings Are Organized, then follow the setup checklist on the Overview tab. It ticks each step off by itself as you finish it.