ProductCrm
Config
User guide for Config in the Numezis company portal.
Overview
CRM configuration: sources, tags, won/lost reasons, activities, and module permission matrix.
Where in the app
/c/companies/:companyId/crm/leads/:leadId/c/companies/:companyId/crm/config/c/companies/:companyId/crm/config/permissions/c/companies/:companyId/crm/config/sources/c/companies/:companyId/crm/config/tags
Step-by-step
- Open CRM → Configuration. (UAT-C-CRM-ACT-001)
- Maintain catalogs (sources, tags, reasons). (UAT-C-CRM-CFG-001)
- Set assignment and activity policies. (UAT-C-CRM-PERM-001)
- Review module permission matrix for sales teams. (UAT-C-CRM-REASON-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CRM-SRC-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CRM-TAG-001)
Permissions and modules
CRM admin or tenant admin.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
crm.activities.tracking | CRM Lead Activities Tracking | crm_activities | optional | CRM Lead Activities Tracking | medium | UAT-C-CRM-ACT-001 |
crm.configuration | CRM Configuration and Assignment Policy | crm_config | optional | CRM Configuration and Assignment Policy | medium | UAT-C-CRM-CFG-001 |
crm.permissions.module-matrix | CRM Permission and Module Disabled Matrix | crm_config | required | CRM Permission and Module Disabled Matrix | high | UAT-C-CRM-PERM-001 |
crm.reasons.won-lost-catalogs | CRM Won/Lost Reason Catalogs | crm_reasons | optional | CRM Won/Lost Reason Catalogs | medium | UAT-C-CRM-REASON-001 |
crm.sources.crud-and-list | CRM Sources CRUD and Catalog Management | crm_sources | optional | CRM Sources CRUD and Catalog Management | medium | UAT-C-CRM-SRC-001 |
crm.tags.crud-and-list | CRM Tags CRUD and Linking | crm_tags | optional | CRM Tags CRUD and Linking | medium | UAT-C-CRM-TAG-001 |