Config

Overview

CRM configuration: sources, tags, won/lost reasons, and activities. Permission management lives under Access → Permissions (/c/companies/:companyId/access/permissions).

Where in the app

• /c/companies/:companyId/crm/leads/:leadId
• /c/companies/:companyId/crm/config
• /c/companies/:companyId/crm/config/sources
• /c/companies/:companyId/crm/config/tags
• /c/companies/:companyId/access/permissions (company permission matrix)

Step-by-step

1. Open CRM → Configuration. (UAT-C-CRM-ACT-001)
2. Maintain catalogs (sources, tags, reasons). (UAT-C-CRM-CFG-001)
3. Set assignment and activity policies. (UAT-C-CRM-CFG-001)
4. Review won/lost reason catalogs. (UAT-C-CRM-REASON-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CRM-SRC-001)
6. 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.

Related

• overview
• leads