Configure

Create and maintain your account's own kinds of activity, and understand what happens to existing activities when you rename, retire, or try to delete a type.

Open the CRM settings page and its related dialogs to set default contact and organization forms, the default 360 page, duplicate-email prevention, engagement and region options, and the extra columns CRM adds to queries.

Place a Contact Directory or Organization Directory block on a Portal page, or add CRM's ready-made directory search pages, and know what happens when a block names no directory.

Create, rename, reorder, deactivate, and delete the custom address and phone number types your account defines beyond the built-in home, work, and school kinds.

Create the named regions your account uses to group contacts and organizations by geography, and learn why a region in use cannot be deleted.

Turn on automatic region assignment, choose which records and addresses it reads, and write the ordered rules that decide a contact's or organization's region.

Choose the web forms staff use to create and edit contacts, turn on duplicate-email prevention, configure the contact form's Rolodex-specific components, and manage communication types.

Create the contact roles your account uses, such as billing contact or voting delegate, and control which ones are administrative, assigned automatically, or given to an organization's first contact.

Turn on contact role compliance for an organization type and require a minimum, a maximum, or both, for how many contacts of each role its organizations should have.

Turn on the email Rhythm sends an organization's contacts when it falls out of contact role compliance, choose which roles receive it, write it, and preview it with real data before saving.

Create and maintain your account's own kinds of relationship, such as Spouse or Owner, and set which kind of record — contact or organization — belongs on each side.

Create the named, optionally colored bands — such as "Highly Engaged" — that an engagement scoring model sorts contacts and organizations into by score.

Define a measurement of your own — a formula over your contact or membership data — for use inside an engagement scoring model.

Build a scoring model for contacts or organizations by adding weighted components that read a metric, setting each component's point ranges, and optionally sorting finished scores into categories.

Set the default web forms staff and Portal members use for organizations, and choose the default 360 screen layout organizations open to.

Decide, by contact role, which Portal members may view, add, edit, or remove their organization's people, update the organization profile, and manage child organizations.

Define the kinds of organization your account uses, which contact roles apply to each, key contacts, contact role compliance rules, and why a type in use cannot be deleted.

Control whether new Portal sign-ups are matched to an organization by email domain, whether unmatched sign-ups create a new organization, and which profile forms and field locks members see.

The eight built-in CRM starting points available when you design a query, what each one includes, and why the Engagement Scores starting point may fail in your account.

Create a contact or organization directory, choose the fields it searches and displays, pick or replace its result and entry layouts, and edit, filter, or delete a directory afterward.

Switch engagement scoring on for your account, choose which scoring model applies to contacts and to organizations, and understand what happens to existing scores if you switch it off.