To access your CRM settings, click on the CRM icon, then on Settings.
The “Settings” page has 6 tabs:
Configuring modules
Modules allow you to create groups of contacts to categorize them according to a particular feature.
Click here to see how to create modules.
Click here to see how to add prospects to the modules.
Configuring custom fields
Custom fields are information fields that you add about your prospect. You’ll find them in the prospect section.
Click here to see how to create custom fields.
Click here to see how to add fields to a module.
Set calendar color
This section lets you define a color for the various event types.
Setting calendar limits
This section lets you define an event limit for a given range. Click on “Add limit” and set the parameters.
Setting up tags
Tags allow you to categorize your prospects according to a particular feature. In particular, you can use them to distinguish prospects within the same module.
Click here to learn how to create a tag.
Click here to see how to add tags to a module.
Configure saved filters
You can save filters in the prospect section to retrieve a certain selection of prospects with a single click.
Go to this article to see how to create them from the prospect section.
Here you can edit and delete them.
