CRM Settings

Configure pipelines, stages, and team automation rules.

Overview

Manage all CRM configuration in one place.

▦ PipelinesManage sales pipelines, stages, and per-stage win probability.⌘ AutomationBackground rules: stale-deal alerts and auto-create deal from inbound chat.

Pipelines

Default Sales pipeline stages synced from the bot.

01New Leadnew_leadOpen stage
02QualifiedqualifiedOpen stage
03Payment Pendingpayment_pendingOpen stage
04Closed Wonclosed_wonWon stage

Automation

Auto-assignment and lead distribution controls.

Enabled
2 assignable owners