Alpha CRM Settings
Configure lead sources, pipeline stages, and activity types for your CRM
CRM Settings
CRM settings let you customize how your sales pipeline behaves, including lead sources, pipeline stages, and activity defaults.
Lead Source Configuration
Lead sources define where your leads come from. Each source has a name and an active/inactive toggle so you can control which sources appear in forms and reports.
| Field | Description |
|---|---|
| Name | Display name of the lead source (e.g. "Website Contact", "Trade Show", "Referral") |
| Active | Whether this source is available for selection on new leads |
Default Sources
The system ships with built-in sources for the Lead Capture API:
WEBSITE_CONTACT-- leads submitted via the public contact form endpointWEBSITE_DOWNLOAD-- leads submitted via the public download request endpoint
You can add custom sources for manual lead entry, such as "Phone Inquiry", "LinkedIn", or "Partner Referral".
Managing Sources
Navigate to CRM > Settings > Lead Sources to:
- Add a new source by entering a name and saving
- Toggle existing sources active or inactive
- Inactive sources remain on historical leads but are hidden from new lead forms
Pipeline Stage Customization
Opportunity stages follow the built-in OpportunityStatus values:
| Stage | Purpose |
|---|---|
NEW | Opportunity just created |
IN_DISCUSSION | Active conversations with the prospect |
PROPOSAL_SENT | A formal proposal has been delivered |
ACCEPTED | The prospect accepted the proposal |
PLANNED | Work has been scheduled |
IN_EXECUTION | Work is underway |
DELIVERED | Work handed over to the customer |
COMPLETED | Deal fully delivered |
LOST | Deal did not close |
The pipeline view displays opportunities as cards within their stage column. Not every stage has its own column on the board -- see Pipeline View for the exact board layout.
Activity Type Settings
Activities are logged against leads, opportunities, and customers. The built-in activity types are:
| Type | Typical Use |
|---|---|
CALL | Phone calls with contacts |
EMAIL | Email correspondence |
MEETING | In-person or virtual meetings |
NOTE | Internal notes and observations |
TASK | Action items with due dates |
Each activity can be assigned a priority level:
| Priority | Usage |
|---|---|
LOW | Non-urgent, informational |
MEDIUM | Standard follow-up items |
HIGH | Important, time-sensitive actions |
URGENT | Requires immediate attention |
Sales steps
Leads and opportunities both carry a Sales steps card: the deal from first contact to close in one row, with the single next thing to do spelled out as a button.
The first three steps are the same for everyone -- the lead, the appointment, and its outcome. What differs is how a deal is closed, so that half of the card is chosen per tenant under Settings > Tenant > CRM > Sales steps.
| Preset | Steps | For |
|---|---|---|
| Close on the call (default) | Lead → Call → Outcome → Payment link → Contract | Teams that take payment during or right after the call, and send a contract afterwards |
| Send a quote | Lead → Appointment → Outcome → Quote → Payment schedule | Teams that quote the job and invoice it in instalments |
The preset only changes what the card shows and what its button does -- no records are created, hidden, or deleted by switching it, and you can switch back at any time.
Close on the call
The button walks through booking the call, joining it, recording its outcome, closing the deal (which creates the payment link), copying that link, and releasing the contract. See Payments and Contracts.
Send a quote
After the outcome is recorded, the button offers to draw up a quote against the opportunity, then to open it while it is out with the customer. Once the customer accepts, the card moves on to the payment schedule and counts how many instalments have been invoiced.
Because a quote and its payment schedule both hang off an opportunity, this preset only reaches those last two steps once the lead has been qualified -- qualifying is what creates the opportunity.