Issue
I want to add automations/default behaviors to my CRM account using CRM Configurations feature.
Environment
Kipu CRM, Roles: Super Users, Features: CRM Configurations
Resolution
Tenant configurations allow organizations to set up automated behaviors in their CRM tenant to streamline workflows.
- Select Admin > Preferences > CRM Configurations.
- Search for your desired configuration by using the search field.
- Once you have located your desired configuration, select the row corresponding to it on the table to begin configuring.
- Indicate your desired value for the configuration.
- Once you have applied your desired value, select Save Changes.
Additional Information
Click here for information on the full list of configurations.