Config
User guide for Config in the Numezis company portal.
CRM configuration: sources, tags, won/lost reasons, activities, and module permission matrix.
Where in the app
/c/companies/:companyId/crm/config/c/companies/:companyId/crm/config/permissions/c/companies/:companyId/crm/config/sources/c/companies/:companyId/crm/config/tags/c/companies/:companyId/crm/leads/:leadId
Step-by-step
- Open CRM → Configuration.
- Maintain catalogs (sources, tags, reasons).
- Set assignment and activity policies.
- Review module permission matrix for sales teams.
Permissions and modules
CRM admin or tenant admin.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
crm.activities.tracking | CRM Lead Activities Tracking | medium | UAT-C-CRM-ACT-001 |
crm.configuration | CRM Configuration and Assignment Policy | medium | UAT-C-CRM-CFG-001 |
crm.permissions.module-matrix | CRM Permission and Module Disabled Matrix | high | UAT-C-CRM-PERM-001 |
crm.reasons.won-lost-catalogs | CRM Won/Lost Reason Catalogs | medium | UAT-C-CRM-REASON-001 |
crm.sources.crud-and-list | CRM Sources CRUD and Catalog Management | medium | UAT-C-CRM-SRC-001 |
crm.tags.crud-and-list | CRM Tags CRUD and Linking | medium | UAT-C-CRM-TAG-001 |