Settings

Manage the shared reference data used across customers, pipeline, projects, activities, documents, and reporting.

Settings Areas

49 configured values across the CRM.

Projects & Pipeline28

Configure the commercial and delivery vocabulary used across projects and the pipeline board.

Customers4

Maintain the reference data used when creating and organizing customer accounts.

Activities7

Shape the language used by the sales, marketing, and project teams when logging updates.

Documents10

Control the reference values used to organize document libraries and status tracking.

Projects & Pipeline

Configure the commercial and delivery vocabulary used across projects and the pipeline board.

Pipeline Stages

Controls how projects move through the pipeline board.

6 items6 activeColor-enabled
NameColorStatusActions
Lead
#94A3B8
Active
Discovery
#3B82F6
Active
Proposal
#8B5CF6
Active
Negotiation
#F59E0B
Active
Contracting
#EF4444
Active
Onboarding
#10B981
Active
Project Statuses

Defines the overall delivery or commercial status used across project views and reporting.

6 items6 activeColor-enabled
NameColorStatusActions
Ongoing
#2563EB
Active
Slow
#F59E0B
Active
Blocked
#DC2626
Active
Live
#16A34A
Active
Hide
#64748B
Active
Dropped
#475569
Active
Project Priorities

Sets the urgency labels used to flag work that needs attention.

3 items3 activeColor-enabled
NameColorStatusActions
High
#DC2626
Active
Medium
#F59E0B
Active
Low
#2563EB
Active
Products

Supplies the product list used when creating and filtering projects.

8 items8 active
NameStatusActions
Market Entry Advisory
Active
Channel Expansion
Active
Strategic Partnerships
Active
Demand Generation
Active
Government Relations
Active
Key Account Growth
Active
Customer Recovery
Active
Partner Enablement
Active
Projection Currencies

Defines the currencies used for projected commercial value and financial tracking.

5 items5 active
NameStatusActions
SGD
Active
USD
Active
EUR
Active
JPY
Active
AED
Active

Customers

Maintain the reference data used when creating and organizing customer accounts.

Governing HQs

Provides the headquarters list used to classify customer ownership and structure.

4 items4 active
NameStatusActions
Singapore HQ
Active
Tokyo HQ
Active
Dubai HQ
Active
London HQ
Active

Activities

Shape the language used by the sales, marketing, and project teams when logging updates.

Activity Types

Defines the activity categories used in the timeline, weekly view, and reporting.

7 items7 activeColor-enabled
NameColorStatusActions
Call
#0F766E
Active
Email
#2563EB
Active
Meeting
#7C3AED
Active
Proposal Review
#F59E0B
Active
Site Visit
#059669
Active
Contract Review
#DC2626
Active
Follow-up
#64748B
Active

Documents

Control the reference values used to organize document libraries and status tracking.

Document Types

Defines the document categories available on customer and project records.

5 items5 active
NameStatusActions
NDA
Active
MSA
Active
Proposal
Active
SOW
Active
Invoice
Active
Document Statuses

Tracks the state of shared documents and submission progress.

5 items5 activeColor-enabled
NameColorStatusActions
Draft
#64748B
Active
In Review
#2563EB
Active
Sent
#F59E0B
Active
Signed
#16A34A
Active
Expired
#DC2626
Active