Settings
Manage lookup lists and labels used across the app.
Opportunity Stages
Customize pipeline stage names, colors, and order. Add or remove stages.
7 stages
Lead Sources
Drives the Source dropdown on opportunities — web form, referral, conference, etc.
8 sources
Organization Types
Drives the Type field on organizations — industry, academic, government, etc.
4 types
Payment Terms
Drives the Payment Terms field on organizations — Net 30, Due on receipt, etc.
3 terms