CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales.
To open CRM Settings, search Desk for CRM Settings.
Lead
A screenshot from the Lead section is pasted below:
Allow Lead Duplication based on Emails
If this is enabled, the system will allow users to create multiple leads with the same email address at the same time.
Auto Creation of Contact
The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead.
Opportunity
A screenshot from the Opportunity section is pasted below:
Close Replied Opportunity After Days
Opportunities with the status Replied are closed automatically after the number of days in this field. The default is 15 days.
Quotation
A screenshot from the Quotation section is pasted below:
Default Quotation Validity Days
Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case.
Other Settings
A screenshot from the Other Settings section is pasted below:
Campaign Naming By
Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name.
Carry Forward Communication and Comments
If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document.