Deal Settings¶

Deal Rotting: Number of days before a deal is marked as idle
Auto Invoice: Automatically create an Invoice when deal is won
Default Pipeline: The default deal pipeline
Default Stage: The default deal stage. Ensure the stage is in the default pipeline above
Default Deal Owner: The default user assigned to deals

You can view and edit the deal configuration in your CRM by going to Settings and clicking on the Deal Settings.

You can modify the settings below;

Deal Rotting: Number of days before a deal is marked as idle

Auto Invoice: Automatically create an Invoice when deal is won

Default Pipeline: The default deal pipeline

Default Stage: The default deal stage. Ensure the stage is in the default pipeline above

Default Deal Owner: The default user assigned to deals

IMAP Settings

IMAP: Enable IMAP email retrival
IMAP Host: Your IMAP Host e.g imap.gmail.com
IMAP Username: Your IMAP username/full address
IMAP Password: Imap Password
Mail Port: IMAP port e.g 587
Mail Flags: IMAP flags. Default /imap/ssl/validate-cert
Mail SSL: Enable secure email connection using SSL
Mailbox: Mail folder. Default INBOX
IMAP Search: Get messages matching the given search criteria. Default UNSEEN