# Setup

### 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.

<figure><img src="/files/iItXhzrIeo3D4LPeJKEz" alt=""><figcaption></figcaption></figure>

***

### Opportunity Label

Enter a custom label (e.g., "Deals," "Projects," "Sales Leads") to reflect your business terminology.

{% hint style="warning" %}
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**.
{% endhint %}

***

### 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.
  * <mark style="color:red;">This option will change your CRM module UI.</mark> 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**](https://guides.mangoapps.com/integrations-guide/workspace/integration-with-salesforce#mangoapps-side-setup).

***

### Currency

Define the default currency for opportunity amounts.

{% hint style="danger" %}
Changing the currency **does not** convert existing amounts automatically. All previously entered opportunity values will retain their original currency.
{% endhint %}

***

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** ](https://guides.mangoapps.com/admin-guide/module-settings/crm/all-opportunities/create-new-opportunity)button to open a pop-up form and add a new opportunity directly from the User Portal.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guides.mangoapps.com/admin-guide/module-settings/crm/setup.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.