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Settings Use this area to manage your company settings on SaleSoft CRM

Invoice & business preferences
About your Business Decide what information about your business is shown on sales and purchase documents.
Email Messages Customize the default email message when you send an invoice, statement or other document.
Logo & Document Template Add your company logo and select your document style to reflect your brand.
Decimal & Rounding Settings Setup decimal points for quantity and amount, and manage rounding settings for your business in SaleSoft CRM
Employee Settings
Department & Designation Setup the departments and designations for your employees
Define Group Hierarchy Define team structure and team players to manage effectively
Targets & Incentives Setup allowances details you are offering to your employees.
Group & Policies Setup 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 Categories Define the general categories for your customers and vendors for better management.
Lead Settings Setup the lead source, lead qualifying stages here, you can add more stages later from deals pipeline screen.
Opportunity Settings Setup the opportunity, stages and statuses here, you can add more stages later from deals pipeline screen
task Settings Setup the task, stages and statuses here, you can add more stages later from deals pipeline screen
Other Settings
Foreign Currencies Setup other country currencies and exchange rate for your business in SaleSoft CRM
Master Data Setup the master data tables here across all customizable tables and selection boxes here.
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