CRM Settings
Overview
CRM Settings – Business Overview
CRM Settings is a central control document used to define how Dafater supports your customer relationship and selling activities. It allows the business to standardize key rules and preferences that influence how leads, opportunities, and customer interactions are handled across the organization.
Rather than managing customer activities in an ad‑hoc way, CRM Settings ensures that everyone follows the same approach, helping sales teams work more efficiently and management maintain better visibility and control.
Purpose in Business Operations
CRM Settings is used to:
- Define how selling and customer relationship activities should behave in Dafater
- Ensure consistency in how leads, prospects, and customers are managed
- Align sales processes with the company’s business policies
- Support accurate reporting and decision-making by standardizing CRM behavior
It acts as the foundation for all CRM-related activities.
Prerequisites and Setup Requirements
Before using CRM Settings, the business should:
- Clearly define its sales and customer engagement strategy
- Agree on how leads and opportunities should be handled and tracked
- Identify who is responsible for sales management and customer follow-ups
- Ensure basic customer and sales structures are already in place
This preparation ensures that CRM Settings reflects real business needs rather than assumptions.
Typical Workflow and Business Fit
Initial Setup
Management or system owners review CRM Settings and configure them according to company sales policies.Sales Team Usage
Sales teams work with leads, opportunities, and customers using the rules defined in CRM Settings.Ongoing Operations
Day-to-day selling activities follow these predefined settings, ensuring consistency across teams.Periodic Review
As the business evolves, CRM Settings can be reviewed and updated to match new sales strategies or market conditions.
This document quietly supports daily operations without requiring frequent changes.
Key Business Scenarios Where CRM Settings Is Essential
- Standardizing how leads are captured and followed up
- Ensuring all sales teams use the same selling rules and priorities
- Improving sales performance tracking and accountability
- Supporting business growth by maintaining organized customer data
- Reducing confusion and errors caused by inconsistent sales practices
CRM Settings is especially important for growing businesses or organizations with multiple sales users.
Important Considerations for Users
- Changes to CRM Settings can impact all sales users, so updates should be planned carefully
- Settings should reflect actual business processes, not idealized workflows
- It’s best managed by authorized business owners or sales managers
- Regular reviews help ensure the settings stay aligned with business goals
In summary, CRM Settings provides the structure and consistency needed to manage customer relationships effectively in Dafater. By setting clear rules at the system level, businesses can improve sales efficiency, collaboration, and long-term customer success.
Settings for Selling Module
Basic Information
- Module: CRM
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| campaignnamingby | Campaign Naming By | Select | Campaign Name, Naming Series | Choose how campaigns are named in Dafater CRM. | |
| allowleadduplicationbasedon_emails | Allow Lead Duplication based on Emails | Check | - | Allow creating multiple leads with same email in Dafater. | |
| autocreationof_contact | Auto Creation of Contact | Check | - | Automatically create contacts from leads in Dafater. | |
| closeopportunityafter_days | Close Replied Opportunity After Days | Int | - | Automatically close replied opportunities after specified days. | |
| defaultvalidtill | Default Quotation Validity Days | Data | - | Default number of days quotations remain valid in Dafater. | |
| carryforwardcommunicationandcomments | Carry Forward Communication and Comments | Check | - | Carry communications and comments to linked records in Dafater. | |
| updatetimestamponnewcommunication | Update timestamp on new communication | Check | - | Update record timestamp when new communication is added. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ |