Targets & IncentivesSetup allowances details you are offering to your
employees.
Group & PoliciesSetup privileges for a group or a member in your
organization. You can define and control their access levels anytime from
this screen.
Contacts Settings
Account CategoriesDefine the general categories for your customers and
vendors for better management.
Lead SettingsSetup the lead source, lead qualifying stages here, you
can add more stages later from deals pipeline screen.
Opportunity SettingsSetup the opportunity, stages and statuses here, you can
add more stages later from deals pipeline screen
task SettingsSetup the task, stages and statuses here, you can
add more stages later from deals pipeline screen
Other Settings
Foreign CurrenciesSetup other country currencies and exchange rate for your
business in SaleSoft CRM
Master DataSetup the master data tables here across all customizable
tables and selection boxes here.