Administration
Configure and manage your CRM — integrations, pipelines, contact settings, automation, and phone.
Created April 1, 2026
Updated: September 16, 2026
Overview
The CRM Administration section gives you full control over how your CRM is configured and how your team uses it. Changes made here affect the entire organization and are typically managed by an admin or team lead.
Open it from CRM → Admin. The page has a heading and a search box to filter cards, and the cards are grouped into the sections below. Clicking a card opens its settings in a slide-up panel.
This page is a map of every card. For step-by-step instructions — what each field does, what happens when you rename or delete something, and the gotchas — open the section pages: Team Settings, CRM Configuration, Invoice Settings, Data & Automation, and Phone.
Team Settings
Integrations, timezone, and team member access
Google — Connect Gmail and Google Calendar.
Microsoft — Connect Microsoft mail and calendar.
Time Zone — Set the default time zone for ticket due date notifications and scheduling.
Calendar Settings — Choose which connected Google or Outlook account the CRM uses to create, read, reschedule, and delete calendar events.
Email Settings — Configure the outgoing email server.
CRM Team — Manage who has CRM module access.
Video Meetings — Create and join video meetings with your team and contacts.
CRM Configuration
Manage pipelines, contact options, and email templates
Pipeline Configuration — Manage deal and engagement pipelines and their stages.
Lead Statuses — Customize contact lead status options.
Dispositions — Manage call disposition options shown on contact profiles.
Contact Sources — Track where contacts and leads originate.
Industries — Manage industry options for company profiles.
Email Templates — Create and manage quick-fill email templates for the compose modal.
SMS Templates — Create and manage plain-text SMS templates for the Send SMS workflow action.
Custom Tabs — Create custom tabs with text fields and dropdowns on contact, company, deal, and engagement modals.
Custom Fields — Create standalone custom fields on contacts, companies, deals, and engagements — optionally attach them to a custom tab.
Dashboard Widgets — Build custom widgets for the CRM dashboard.
Custom Objects — Extend the CRM with custom entities (limited availability).
Custom Labels — Rename Contact and Company for your organization (e.g. "Company" → "Clinic").
Invoice Settings
Manage invoice company profile and payment collection
Invoice Settings — Save company information and connect Stripe for CRM invoice payments.
Stripe Connect — Accept payments via Stripe.
Data & Automation
Import, manage CRM data and automate workflows
Workflows — Build drag-and-drop automations triggered by contact, deal, and order events.
Email Campaigns — Send bulk emails using CSV or CRM contacts with email verification and send rate controls.
Reports — View 20+ built-in CRM reports.
Email Reports — Monitor team email delivery health.
Import Contacts — Bulk import leads from a CSV file and assign them to team members.
Bulk Assign — Reassign multiple contacts at once.
Bulk Delete — Permanently remove multiple contacts at once.
Business Card — Scan a business card image to create a contact and company.
Unsubscribe Management — View unsubscribed contacts, get the unsubscribe link, and re-subscribe contacts.
Website Visitors — Track anonymous visitors on your marketing site — city, ISP, pages viewed.
Do Not Call Registry — Numbers blocked from all outbound batch and manual dialing.
Phone
Manage phone numbers and review call history