Build Your CRM's Foundation

Build a powerful and streamlined workflow for your team. This guide covers the essential configurations that form the backbone of your entire sales and support process. Getting this core setup right is the first step to unlocking your team's full potential.

Lead Organization & Workflow

These settings, primarily found in Leads > Admin Settings, define how your team interacts with, categorizes, and moves leads through your pipeline.

🏷️ Lead Tags

🗺️ Lead Stages

🏊 Lead Pools

🌐 Lead Sources

📞 Lead Call Tags

⚠️ Lead Complaint Types

Outcome Classification

Found in TR Settings, these configurations are vital for high-level reporting and understanding why deals are won or lost.

🛠️ Resolution Types & Resolutions

Agent Permissions & Capabilities

Configure what your agents can do to empower them while maintaining control over the workflow.

🤝 Lead Requests for Agents:

🏆 How to Assign Employees to the Leaderboard:

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