> For the complete documentation index, see [llms.txt](https://guides.mangoapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.mangoapps.com/admin-guide/module-settings/crm/setup.md).

# 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>

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### 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 %}

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### 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).

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### 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 %}

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After making any changes in the Setup tab, click **Save Settings** to apply the updates to your CRM module.

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### 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

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### 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.