No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
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About Admin

The Admin grouping lets you customise a range of options throughout your CRM, set system defaults and manage integrations with other services.

  • General – from here, you can choose from and apply a range of global settings that relate to credit, quotes, deliveries, invoices, reporting, regions, security, lead scoring, pricing, sales & purchases, manufacturing, templates, campaigns, products and landed cost calculations.
  • Integrations – this is where you manage your system integrations with third-party services and also integrated CRM services e.g. Customer Portal.
  • Settings – here you can customise the choices that appear in various dropdown lists in the Companies, Contacts, Activity, Opportunities, Tickets, Projects, Jobs, Products, Training Courses, Campaigns, Assets, Sales and Purchase Order modules and configure a range of templates.
  • Suburb – this is a list of suburbs that you can associate with your sales regions.
  • Phone Numbers – if you have set up a connection with Burst SMS, phone numbers that you have set up will appear here and you can also add new numbers.
  • Custom Fields – here you can create your own fields in certain modules.

The following resources go through all the features and functions in more detail.

Admin > General

Admin > Settings

My Company


Sales Pipeline

Quoting And Selling

Users, Teams & Security

Activities & Calendar





Shipping & Freight



System Administration




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