Deal Settings

You can view and edit the deal configuration in your CRM by going to Settings and clicking on the Deal Settings.

You can modify the settings below;

  • Deal Rotting: Number of days before a deal is marked as idle
  • Auto Invoice: Automatically create an Invoice when deal is won
  • Default Pipeline: The default deal pipeline
  • Default Stage: The default deal stage. Ensure the stage is in the default pipeline above
  • Default Deal Owner: The default user assigned to deals

IMAP Settings

We offer two easy and time-saving ways to track email conversations. In addition, we’ll connect your emails automatically to your contacts and deals, so you’ll have a full overview of everything that’s happening with a prospect in one place. You can now save time and improve your sales productivity.

  • IMAP: Enable IMAP email retrival
  • IMAP Host: Your IMAP Host e.g imap.gmail.com
  • IMAP Username: Your IMAP username/full address
  • IMAP Password: Imap Password
  • Mail Port: IMAP port e.g 587
  • Mail Flags: IMAP flags. Default /imap/ssl/novalidate-cert
  • Mailbox: Mail folder. Default INBOX