Settings

Owned by Maxime Nie (Unlicensed)
Last updated: Dec 09, 2023
4 min read

After doing the initial setup you can revisit the settings through the “cog” icon on the left side of the app.

 

From the settings, you will be able to find the settings as during the initial Settings

General Settings

In this window, you will be prompted to fill in the following information:

  • Name: This refers to the name of the Pipeline

  • Project Lead: Select the Project lead. This will impact who has the ability to make edits (see permission page)

  • Currency: Pick your currency of choice to be displayed in the Pipeline

  • Linked Projects: Choose one or many projects that are relevant to the Pipeline. A linked project will sync its information from Jira to the CRM Pipeline automatically and will help with suggesting the right issues and events (Read more here) . Linked projects will also help during the JSM integration to automatically sync new contacts. (Read more here). Finally, the linked projects will also impact your processes from automation (Read more here).

 

Things to note:

  • There can only be 1 Project Lead per Pipelines. However, multiple Pipelines may have the same Project lead

  • You can only choose 1 currency at this current time

  • You may make edits later on

Teams Settings

In this window, you can invite additional users to view and manage them as well.

The owner of a pipeline will have the Admin permissions by default.

Admin

An admin has access to all the possible permissions. You can read all about it here

In Summary:

  • Ability to create,delete,edit Accounts

  • Ability to create,delete,edit Contacts

  • Ability to create,delete,edit Pipeline

  • Ability to edit Settings

  • Ability to create,delete,edit Automation rules

  • Ability to edit workspace

Active

An active user will be able to do most of the operations except creating automation rules and editing workspace. You can read all about it here

Sales funnel Settings

In this window, you will be able to setup your funnel to have the sales stages of your choice. There is a template by default, that can be changed during this section of the template.

Making Changes to the funnel

Every company has their own way of organizing the various stages of their sales funnel and we encourage you to do so in such ways that it reflects your current sales process.

Editing the Sales Funnel

You can edit the Sales Funnel by adding a new Stage. To do so, simply click on the “ + Add New” to the right of the “Sales Funnel”. You will then be prompted to create a new Stage.

Renaming the Stages

You can rename any stage in your Sales Funnel by clicking on the name and making the edit. To save that name change, simply click outside of that text box.

Moving or deleting a stage

You can Move or Delete a stage by clicking on the three dots next to the Stage’s name

  • Moving Up: Moves the selected stage up one notch

  • Moving Down: Moves the selected stage down one notch

  • Delete: Deletes the selected stage.

About the Closure Stage

The Closure Stage is always going to be the final stage of your funnel. You can change which stage will be the final one by moving up or down your stages.

Within the Closure Stage, you are able to label your deals through 3 different states:

  • Won (Green): If a deal is considered “Won”, then you may label it as “Won”

  • Unqualified (Yellow): If a deal is considered “Unqualified”, then it could signify that the potential business opportunity was unsuccessful because of a lack of interest from the prospect, a need or a problem that is poorly defined or cannot be properly addressed using your solution/service.

  • Lost (Red): If a deal is considered “Lost”, then it could imply that the deal has fallen through and the opportunity has not been successful (for example, the prospect went to a competitor).

Correctly labeling your deals is important when comes times to do add your filters or visualize your reports. Do note that you can simplify your processes via the use of automation.

Other Settings

In the Other settings tabs, you can manage your Account and Contact groups.

  • Clicking on “+ Add New” in the upper-right section of each groups will create a new row

  • Clicking on the three dots to the right of a group will give you the option to move the group up, down, or to delete it.

 

About Groups

Groups are mainly used in the “Board view” of Accounts and Contacts to help visualize these elements.

Since groups are also stored as variables, this implies that groups can be great candidates for further organizing data. For example, they could be used to imply certain types of rates contracts, certain types of locations (local, remote) and so on.

 

About Automation Settings

If you are looking for the automation settings, you can find that in it’s own section, which can be accessed from the left side with the “cycle” icon. You can read more about automation here