CRM Setup
Setup is where you configure CRM once, before your team starts capturing leads. Every operational screen picks its dropdown values from these masters, so a missing master shows up later as an empty dropdown or a blocked save.
Sales Stage is mandatory. An opportunity cannot be created until the sales stages exist — the system resolves a stage for every opportunity and reports a “Sales stage is not configured” error if it cannot find one.
What to configure, in order
| # | Master | Why you need it |
|---|---|---|
| 1 | Sales Stage | Required for every opportunity; drives the pipeline report |
| 2 | Lead Sources | Records the channel a lead came from |
| 3 | Lost Reasons | Records why an opportunity was lost |
| 4 | Territories | Routes leads, opportunities, and customers by region |
| 5 | Sales Teams | Who sells, at what commission |
| 6 | Customer Groups | Classifies prospects and customers |
Territories, Sales Teams, and Customer Groups are tree structures. Each is seeded with a starting hierarchy the first time the module is used, so you can rename and extend rather than start from an empty screen.
Rules shared by all three hierarchies
| Rule | What it means |
|---|---|
| Is Group | Only a record marked Is Group can have children |
| Unique name | Names must be unique within your organisation |
| No circular moves | A node cannot be its own parent, or move under its own descendant |
| Delete leaves first | A node with children cannot be deleted |
| Group → leaf | Is Group cannot be switched off while children exist |
Each screen offers a flat list view and a tree view; sales teams add a chart view.
Browse setup
Sales Stage, Lead Sources, and Lost Reasons — the lookup lists behind leads and opportunities.
Regional hierarchy with territory managers and item-group targets.
Sales people and groups, commission rates, territories, and targets.
Customer classification with default payment terms and price list.