Setup
Configuring the domain-wide settings for the CRM module
Overview
The Setup tab in the CRM module of the Admin Portal allows domain admins to configure essential CRM settings, including opportunity labeling, provider selection, currency, and data export options. This guide provides a breakdown of each setting and action available in the Setup tab.
Opportunity Label
Enter a custom label (e.g., "Deals," "Projects," "Sales Leads") to reflect your business terminology.
To edit this label, the Translate feature must be deactivated at Admin Portal > Domain > Translate.
Reactivating or deactivating the Translate option will reset the custom label.
Select a Provider
Choose the CRM provider that best fits your organization’s needs. The selected provider determines how opportunity data is managed and displayed.
Provider Options:
MangoApps:
Use the built-in MangoApps CRM system to store and manage all sales opportunities.
Recommended for teams that want a simple, integrated solution.
Salesforce:
Integrate with your configured Salesforce account to fetch and manage opportunities.
This option will change your CRM module UI. When selected, the following admin pages are hidden:
Stages
Types
Lead Sources
Opportunities Access
All opportunity data is sourced directly from Salesforce.
Learn about this integration here.
Currency
Define the default currency for opportunity amounts.
Changing the currency does not convert existing amounts automatically. All previously entered opportunity values will retain their original currency.
After making any changes in the Setup tab, click Save Settings to apply the updates to your CRM module.
Export All Opportunities
Click the Export All Opportunities button to download a .csv file containing all existing opportunity records in your domain.
Exported fields include:
Title
Account
Description
Amount
Type
Lead Source
Probability
Close Date
Stage
Create Opportunity
Click the Create Opportunity button to open a pop-up form and add a new opportunity directly from the User Portal.
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