# CRM Settings

<p class="doc-lead">CRM Settings configure won/lost status mapping and mandatory lead fields for your company. One settings record exists per company — set these before using the CRM Dashboard and performance reports.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/crm/crm-settings?id=overview">Overview</a>
<a href="#/crm/crm-settings?id=lead-status-mapping">Lead Status Mapping</a>
<a href="#/crm/crm-settings?id=data-entry-rules">Data Entry Rules</a>
<a href="#/crm/crm-settings?id=downstream-use">Downstream Use</a>
<a href="#/crm/crm-settings?id=not-configured">What Is Not Configured Here</a>
<a href="#/crm/crm-settings?id=faq">FAQ</a>
<a href="#/crm/crm-settings?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>CRM → CRM Settings → CRM Settings</b> from the left menu.

<!-- screenshot pending: crm/images/crm-settings.webp -->

<b>Form actions:</b> Update, Reset, Cancel

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<h2 id="lead-status-mapping">Lead Status Mapping</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Won Status | Which <a href="#/crm/lead-status">Lead Status</a> counts as won/closed. Placeholder: Select won status. Only Active statuses shown. Default: Won and close. |
| Lost Status | Which Lead Status counts as lost/closed. Placeholder: Select lost status. Default: Lost and close. |

These mappings define which leads are <b>open</b> vs <b>closed</b> across the system.

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<h2 id="data-entry-rules">Data Entry Rules</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Lead mandatory fields | Multi-select fields required when creating or updating a lead. Placeholder: Select fields. |

<b>Selectable options:</b>

| **Option** | **Field on lead form** |
|------------|------------------------|
| Lead Source | Lead Source |
| Lead Status | Lead status |
| Phone | Phone |
| Lead Owner | Lead owner |

<b>Default for new companies:</b> all four fields mandatory.

Validation message example: <i>Lead Source, Phone required</i>

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<h2 id="downstream-use">Downstream Use</h2>

| **Feature** | **Uses Won/Lost mapping** |
|-------------|---------------------------|
| <a href="#/crm/crm-dashboard">CRM Dashboard</a> | Open Leads, Conversion Rate, Converted This Month — requires Won and Lost configured |
| <a href="#/crm/reports/lead-owner-report">Lead Owner Report</a> | Open, Won, Lost columns per owner |
| <a href="#/crm/reports/lead-source-performance">Lead Source Performance</a> | Open, Won, Lost per source |
| <a href="#/crm/reports/pipeline-progression">Pipeline Progression</a> | Conversion rate KPI |
| <a href="#/crm/lead">Lead</a> Convert to customer | Sets lead to Won status |

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<h2 id="not-configured">What Is Not Configured Here</h2>

The following are not available in CRM Settings:

<ul>
<li>Reminder defaults (type, priority, notify-before)</li>
<li>Auto-assignment rules for leads</li>
<li>Lead or opportunity numbering</li>
<li>Default lead source or status for new leads</li>
<li>Ticket configuration (priority, SLA, categories)</li>
</ul>

Configure lead sources and pipeline stages under <a href="#/crm/lead-source">Lead Source</a> and <a href="#/crm/lead-status">Lead Status</a>.

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<h2 id="faq">FAQ</h2>

<p><b>Why does the CRM Dashboard show a configuration error?</b><br>
Set both Won Status and Lost Status before opening the dashboard.</p>

<p><b>Can I use custom statuses for Won and Lost?</b><br>
Yes. Map any active Lead Status as Won or Lost in this screen.</p>

<p><b>Do mandatory fields apply on edit as well as create?</b><br>
Yes. Server-side validation applies on both create and update.</p>

<p><b>What are the default mandatory fields for new companies?</b><br>
Lead Source, Lead Status, Phone, and Lead Owner are pre-selected. Adjust the multi-select list to match your sales process.</p>

<p><b>What is not configured on this screen?</b><br>
Reminder defaults, lead auto-assignment, and document numbering are handled elsewhere — reminders on <a href="#/crm/crm-reminder">Reminders</a>, lead codes via <a href="#/settings/number-settings">Number Settings</a> if enabled.</p>

<p><b>Why do reports fail until Won and Lost are set?</b><br>
<a href="#/crm/crm-dashboard">CRM Dashboard</a>, <a href="#/crm/reports/lead-owner-report">Lead Owner Report</a>, and related KPIs need both mappings to classify open, won, and lost leads.</p>

<p><b>Can the same status be both Won and Lost?</b><br>
No. Select one active status for Won and a different active status for Lost.</p>

<p><b>Do mandatory fields apply in the Field Sale App?</b><br>
Yes. Lead create and edit in the Field Sale App enforce the same mandatory field rules configured here.</p>

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/crm/lead-status">Lead Status</a></li>
<li><a href="#/crm/lead-source">Lead Source</a></li>
<li><a href="#/crm/lead">Leads</a></li>
<li><a href="#/crm/crm-dashboard">CRM Dashboard</a></li>
</ul>

<p>This page is also the settings hub for CRM masters:</p>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/crm/lead-source">Lead Source</a> | Where leads originate. |
| <a href="#/crm/lead-status">Lead Status</a> | Pipeline stages and progression order. |
| <a href="#/crm/crm-settings">CRM Settings</a> | Won/Lost mapping and mandatory lead fields (this page). |