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Statuses and dropdowns

In the CRM section, there is a Statuses and Dropdowns page, where you can configure the stages and statuses of entities, as well as the values of some system fields.

Go to the SettingsCRM SettingsStatuses and Dropdowns.

Stages and statuses

In CRM, deals have stages, while leads, quotes, and invoices have statuses. You can add or delete stages and statuses and change the default names.

In deals, stages can be set up separately for each pipeline.

You can change the color and the name of a stage. Hover your mouse over the desired stage and click on the icon with the action.

Initial, successful and first unsuccessful statuses cannot be deleted, but the others can be. Click on the cross on the stage.

Sources

Sources are the values of the Source system field in leads, deals, contacts, and companies. Sources indicate where the customer learned about your company. For example, if the contact is created after a call, the source will be Call.

sources.jpg

Sources can be divided into two types: system and custom sources. All sources can be renamed by clicking on the pencil, and custom values can also be deleted by clicking on the cross. The system fields cannot be deleted.

The source is displayed in the entity form.

System fields

You can also configure other system fields: Contact type, Company type, Employees, Inductry, Deal type, Salutations, Event type, Call statuses.

All of these fields are configurable in the same way as the sources. You can change the names of all the values in the list, and if the value is custom, you can also delete it.

Filling this information in the CRM elements will help you to segment the customer base. Read more in the article How to segment the customer base.
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