--- title: "CRM Settings > CRM Setup" canonical: "https://technology.bytangram.com/space/TGKB/956399919/CRM%20Settings%20%3E%20CRM%20Setup" format: markdown --- The **CRM module** has a series of global configuration settings that standardise pipeline and pipeline activity entries. Depending on how your business is utilising the module, at a minimum it is recommended that pipeline ratings and pipeline status codes are set-up at implementation. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## ATTRIBUTES **Activity attributes** are used to add metadata to bulk activities created through the resource search. For example, create an activity against contacts you have sent a specific mailer to. - Go to **settings** > **CRM setup** > **attributes** and click the **add** icon - A new line will be created, click into the **attribute name** cell, type your description > click **enter **to save - Click in to the **data type **cell and select the format from the dropdown list, including list, checkbox, text etc ![image](media://0571fe92-2eb0-46e4-bb11-356a59f83b9a) - Click on the **ID card** icon to add and maintain values for each attribute, i.e. list values, default value etc - Add **tags** to each attribute - Check/uncheck the **enabled** box as required ![image](media://a86ae1ee-13e3-462c-ad47-2d001818f57b) - In **CRM** > **resource search** > select or create a resource search - Continue to the **search activity setup** tab > select the relevant **attributes** - Check **set activity as done **> click **create activity **to bulk create the activity across all contacts in the resource search results ![image](media://2e47e62f-3e79-4ad1-a9ee-c9775d0ba5f9) --- ## PIPELINE ACTIVITY CATEGORIES Pipeline activities are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder to send a follow-up call or email. **Pipeline activity categories **are used to group together activity types, i.e. follow-ups, meetings, contract negotiations. - Go to **settings** > **CRM setup** > **pipeline activity categories** > click the **add** icon - A new line will be created, click into the **categories** cell > type your description > click **enter **to save - Repeat to add multiple activity categories ![image](media://3a44fd33-bbff-4ad9-9c4d-f222f6f349a4) --- ## PIPELINE ACTIVITY TYPES **Pipeline activities** are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder for a follow-up call or email. **Pipeline activity types** allow users to quickly create standard follow-up activities from a pre-defined list. - Go to **settings** > **CRM setup** > **pipeline activity types** > click **create pipeline activity type** - A new line will be created, click into the **activity type** cell > type your description > click **enter **to save - Repeat to add multiple activity types - If you are using **activity categories**, these can be selected and assigned to each activity type in the category column ![image](media://c163e94e-c993-47a3-a372-a80a0a24d2ee) --- ## PIPELINE COMPETITOR When you mark an opportunity as lost, this field enables you to track the competitor you lost the pipeline to. The competitor is created as resource type ‘other’. - Go to **settings** > **CRM setup** > **pipeline competitor** > click **add new competitor** - Click **yes** when prompted ![image](media://de5073ee-1a67-4d80-a428-6b916503cbcc) - In the **add new resource** pop-up box, enter the competitor’s **name** - The initials will pre-populate, or you can enter your own - Leave **ignore duplicate check** unticked for the system to check the record against existing **other **resources in your system ![image](media://28be2ae7-22b1-43db-9e91-3277fce9ee97) - In the **add a competitor** pop-up, select the resource you have just created > click **ok** - Repeat for each new competitor ![image](media://4d724399-4920-467e-9cca-062491b3ccba) - In **CRM** > **pipelines **when an opportunity is marked as lost, the user is able to select a competitor from the drop-down list ![image](media://13095345-fd59-4b83-9258-af323b3964f3) --- ## PIPELINE FORECAST FINANCE ACCOUNTS Select the operating account/s to display actuals in the CRM > 12 month summary forecast. - Go to **settings** > **CRM setup** > **pipeline forecast finance accounts **> click the **add** icon - In the pop-up, select the **company** > select the **operating account** from the dropdown list > click **apply** - Repeat to add multiple accounts ![image](media://e601acbb-0fe8-401c-ae8f-f770b46e75c8) - In **CRM** > **12 month forecast **if the operating account/s have values, they will appear in the relevant month under the finance category ![image](media://bf735e4c-0241-4580-829d-e8befde8de60) --- ## PIPELINE LOST REASONS Create a pre-defined list of lost reasons for CRM users to add to lost pipelines. - Go to **settings** > **CRM setup** > **pipeline lost reasons** > click **add new lost reason** - In the pop-up box enter the lost reason and click ok - Repeat to add multiple reasons ![image](media://86fb8ecb-604a-4fe6-a3e8-217075007923) - In **CRM** > **pipelines **when an opportunity is marked as lost, the user can select a lost reason from the drop-down list ![image](media://c120e12f-069e-4094-aeda-ae2f95ed08dc) --- ## PIPELINE RATINGS **Pipeline ratings** are used to categorise new business opportunities, for example this field is often used to help identify the source of the opportunity. - Go to **settings** > **CRM setup** > **pipeline ratings** > click **create new pipeline rating** - A new line will be created, click into the **rating description** cell > type your description > click **enter **to save - Repeat to add multiple ratings ![image](media://3378631d-e8b4-4280-8e64-b14b6aa612a6) - In **CRM** > **pipelines **>** pipeline details **a rating can be selected from the drop-down list ![image](media://b1fec3a8-f696-46ca-a4cb-da76a4422ef7) --- ## PIPELINE STATUS CODES **Pipeline status codes** identify the stage the pipeline is at. Each status code is linked to a probability percentage which in turn drives the expected net revenue value. *It is recommended that status codes are created if using the CRM module for tracking pipelines. * - Go to **settings** > **CRM setup** > **pipeline status** **codes** and click **create pipeline status code** - A new line will be created, click into the **status description** cell, type your description and hit **enter **to save - Enter a corresponding percentage in the **set new probability** field > click **enter** to save - Repeat to add multiple status codes ![image](media://38e28446-c51d-42bf-98f9-ef06e0ecdbfb) - In **CRM** > **pipelines **>** pipeline details **the probability is defaulting according to the selected status ![image](media://bc88642d-feb3-4dd2-b436-ed408bbf0493) --- ### Related articles > Macro (contentbylabel)