CRM settings

Fields, pipeline stages, products, invoicing and consent.

For admins

• Customer fields: Sections and fields on every customer record

• Opportunity and project fields: Sections and fields on opportunities and projects

• Product fields: Fields on products in the catalogue

• Pipeline stages: The stages an opportunity moves through, in order

• Product catalogue: What you sell, with prices to add to opportunities

• Invoicing: How invoice numbers are made, and how long customers have to pay

• Privacy policy versions: Each version, and which one each customer agreed to

• Consent types: What customers can agree to, such as marketing emails

• Archive: Deleted customers, opportunities and projects, kept for 30 days

Deleting for good from the archive takes two steps, so nothing goes by accident.

Coming soon: CRM products and Booking products are separate lists for now. We're joining them up soon, so you'll manage everything you sell in one place.

Updated 2026-10-24