Configure account-wide preferences

This article explains how to configure account-wide preferences from the Admin Panel. These settings apply to all users. For personal user settings, read this article.

Administrators can configure how noCRM behaves for everyone in the account from Admin Panel > Account Management > Preferences.

Leads

Configure how leads are created, displayed, and updated:

• Lead form mode — Quick mode (single text field) or Structured mode (one input per field)
• Hide the additional description field
• Set comments and lead history order
• Remove cents from lead amounts
• Hide the free tags field
• Add a custom number field and percentage field
• Display custom field totals on lead lists and dashboard widgets
• Automatically move won leads to the last step
• Display confetti when a lead is won
• Reset delay to 0 days after a manual activity or step change
• Pre-fill the estimated closing date
• Add missing default fields when creating a lead from an email or business card
• Ignore lead titles when detecting duplicates

Quick actions

Add shortcuts and search options to lead actions:

• Display a LinkedIn shortcut
• Display a WhatsApp shortcut
• Add Search in Google to the Actions menu
• Add Search in LinkedIn to the Actions menu
• Include the lead title or prospect first column in LinkedIn searches

Clients & Post-Sales

Automatically copy information between leads, client folders, and post-sales processes:

• Pre-fill a lead with matching fields from a client folder
• Pre-fill a client folder with matching fields from a lead
• Use lead tags to pre-fill post-sales process tags

Emails

Prevent emails from being automatically attached to closed leads (Won, Lost, or Cancelled).

Mobile app

Activate the business card scan feature for the mobile app.

Homepage & Navigation

• Remove the Referral program link from the menu
• Activate keyboard shortcuts
• Manage the customized Dashboard widget
• Remove the webinars widget

Users

Hide from all lists in the application:

• Deactivated users
• Invited users

Support & Privacy

Choose whether your account ID is sent when usage statistics are collected.