How to Manage CRM Administration and Settings

Introduction

This guide explains how to configure and manage CRM settings in Easy8. You will learn where to access CRM administration, how to adjust roles and permissions, and how to customize your CRM data categories.

Target audience

Administrator

Accessing CRM Settings

Open the Global menu in the top-right corner.
Go to Administration >> CRM.

You will now see the full CRM settings area. From here, you can configure CRM categories, roles, and field visibility.

CRM Categories

Go to:
Administration >> Categories >> CRM

Here you can define categories that are used across the CRM:

Campaign status – e.g. Active, Archived
Opportunity status – e.g. Open, Proposal, Negotiation, Won, Lost
Lost reasons – reasons why an opportunity was lost
Lead status – e.g. New, Contacted, Qualified, Disqualified
Lead disqualification reasons – reasons for lead rejection
Account types – e.g. Person, Company
Employee positions – positions of people listed under an account
Contact types – e.g. Consultant, Employee

CRM Roles and Permissions

Go to:
Administration >> Roles and permissions

Choose the user role you want to edit (e.g. Sales, CRM Admin).
Use the checkboxes to allow or restrict access to CRM entities:
- Leads
- Opportunities
- Accounts
- Contacts
- Campaigns
- Contracts
You can also control the visibility and editing of custom fields per role.

CRM Field Visibility

Go to:
Administration >> CRM >> Settings >> Field settings

You can limit the visibility of CRM fields to specific:
- Users
- User types
- Groups
If no conditions are set, fields will be visible to all users with CRM access.

Conclusion

Easy8 allows flexible management of CRM settings through categories, roles, and field-level access. By organizing your CRM administration, you can ensure users see only what they need and keep your data structure clean and reliable.