BUSINESS CONFIGURATION / AUTOMATION CONTROL

Studio
settings.

Manage business defaults and decide exactly how the CRM creates follow-ups and alerts.

Business Profile

Company Name

Company Email

Phone

Website

Address

Currency

Default Deposit %

Payment Terms (days)

Proposal Validity (days)

Default Task Priority

Automatic Tasks

Lead Follow-Up

Lead Follow-Up Days

Proposal Follow-Up

Proposal Follow-Up Days

Deposit Follow-Up

Deposit Follow-Up Days

Automatic Onboarding

Onboarding Delay Days

Approval Follow-Up

Approval Follow-Up Days

Final Balance Follow-Up

Final Balance Follow-Up Days

Launch Checkpoint

Proposal Waiting Alert Days

Payment Due Soon Days

Launch Warning Days

Critical Launch Warning Days

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