CRM Settings¶
The CRM group in Settings configures where your customer data lives and who can see it. For how contacts, accounts, CRM records, tickets and campaign records fit together, start with How Customer Data Works.
| Settings item | What you set up there | Reference |
|---|---|---|
| Settings β CRM β Databases | CRM databases that hold contacts and accounts: their contact and account forms, the default database, which queues look customers up in them and which user rights can see them. | Contacts Database Form Settings, Accounts Database Form Settings |
| Settings β CRM β Records (CRM record types) | Kinds of CRM records (deals, contracts, casesβ¦): their forms, statuses, tabs and rights. | CRM Record Types |
| Settings β CRM β Blacklist database | How bans work when agents block abusive customers. | Blacklist Database |
Campaign records are set up separately, in Call Scripts.