CRM settings and analytics

Configure CRM reference data and review pipeline and conversation activity.

Step by step

1. 1Open CRM Settings with the relevant permissions and review the available CRM reference data and controls.
2. 2Check sales-team access before assigning records or changing a shared stage.
3. 3Open CRM Dashboard and CRM Reports to review the available pipeline, activity and conversation metrics.
4. 4Investigate an unexpected metric in its source record rather than changing the report total directly.