Manage sales team members and assign roles. Only admins can modify user roles.
Configure your sales pipelines and stage definitions. The default pipeline is used for all new deals unless overridden.
The following lead sources are configured in the system. Sources are used to track where leads originate.
Lead source values are managed at the application level. Contact your administrator to add or remove sources.
Configure global CRM settings including default currency, assignment rules, and system preferences.