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 define the columns in your pipeline view. The default 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 |
IN_EXECUTION | Work is underway |
COMPLETED | Deal fully delivered |
LOST | Deal did not close |
Pipeline views display opportunities as cards within their current stage column, with drag-and-drop to move between stages.
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 |