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Settings

Bend the CRM to your own process.

7 guides in this section

Settings is where Getlead CRM stops being generic and starts matching how your business actually sells. Start with Settings overview to see what lives where before changing anything, then work through the section that matches what you need to configure. Lead settings covers sources, statuses, purposes, WhatsApp templates and custom fields — the vocabulary every lead is tagged with. Deal settings covers pipelines, stages, deal types and numbering. Task settings covers the call statuses and feedback templates agents pick from when logging a call. General settings covers business details, branches, terminology, formats, billing and notifications, plus personal account settings like profile and password. Automations covers building WHEN/IF/THEN workflows that create and route work automatically, with no coding required. Integrations covers connecting the outside tools your leads already arrive from — the REST API, call providers, Facebook Lead Ads and more. Most of these are configured once early on and revisited only when your process changes.

Settings overview What lives where, before you change anything. Lead settings Sources, statuses, custom fields and branches. Deal settings Pipelines, stages and deal fields. Task settings Task types, outcomes and reminders. General settings Business details, users and everything else. Automations Workflows that create and route work for you. Integrations Connect the tools your leads already arrive from.

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