CRM settings help your team organize leads, customers, and follow-up work.

You do not need to know sales software terms to use this page. Think of CRM settings as the labels and stages your team uses to answer:

• Who is interested in becoming a customer?
• Where are they in our process?
• What type of customer are they?
• How did they find us?
• When should we follow up?

Before you start

• Write down the real steps your team uses from first inquiry to active customer.
• List the customer types your facility serves, such as storage, events, detailing, ancillary services, or marketplace.
• List common lead sources, such as referral, website, phone call, auction, event, social media, or marketplace.
• Decide how quickly staff should follow up at each stage.

Open CRM settings

Go to Settings > CRM.

The CRM settings page autosaves changes. You may see text such as Autosaves changes, Saving..., or Saved near the top of the page.

Set up CRM stages

CRM stages become the lanes or steps on your customer relationship board.

1. Find CRM Stages

   On Settings > CRM, find the table named CRM Stages.

2. Review existing stages

   Read each stage name and description.

   Keep stage names simple. Good examples include New Lead, Contacted, Tour Scheduled, Proposal Sent, Active Customer, and Former Customer.

3. Choose the Board group

   Use Board group to choose whether the stage belongs to Lead, Customer, or Former Customer.

   This helps the app group your relationship stages correctly.

4. Set the Auto due date

   Use Auto due date to decide when a card in that stage becomes due or overdue.

   The value is in days. For example, 3 means follow up within 3 days.

5. Turn stages on or off

   Use Active to control whether the stage is available now.

   Turn a stage off if you want to stop using it without deleting past history.

6. Add or reorder stages

   Click Add Stage to create a new stage.

   Use the drag handle at the left side of a row to reorder stages into the order your team follows.

Expected result

Your CRM board matches the actual customer journey your team uses every day.

Set up customer types

Customer types help your team group customers by what they use your facility for.

1. Find Customer Types

   On Settings > CRM, find Customer Types.

2. Review the names

   Use names staff will understand, such as Storage, Events, Detailing, Marketplace, or Concierge.

3. Add a type if needed

   Click Add Type to create a new customer type.

4. Add descriptions

   Use the description field to explain when staff should choose that type.

5. Turn old types off instead of deleting too quickly

   If a type has been used before, consider turning Active off instead of deleting it.

Set up CRM sources

Sources describe where a lead or customer came from.

1. Find CRM Sources

   On Settings > CRM, find CRM Sources.

2. Add the sources your staff asks about

   Common examples include Referral, Website, Phone Call, Instagram, Auction, Existing Customer, and Event.

3. Add descriptions if names are not obvious

   If a source could be misunderstood, add a plain description.

4. Reorder sources

   Put the most common sources near the top so staff can find them quickly.

What success looks like

• CRM stages match your real sales and customer follow-up process.
• Each stage has a clear board group: Lead, Customer, or Former Customer.
• Auto due dates remind staff when follow-up should happen.
• Customer types help group customers by the services they use.
• Sources help your team understand where new leads come from.

Simple example setup

Troubleshooting

What to do next

After CRM settings are ready, review your customer records in Contacts. If you are still setting up the app, continue with Review security settings.