VS CRM
How-to Guide

CRM Settings Guide

The CRM Settings page allows you to configure key options such as API keys, business settings, custom questions, WhatsApp integration, and more — all in one place.

Guide

Overview & Navigation

Follow these steps to access the CRM Settings page and manage all key configuration options of your CRM system.

Navigating to the CRM Settings Page

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Settings option in the dashboard menu.
  4. 4. From the options listed under CRM Settings, you can configure the following:
  • API-KEY & Webhook URL: Manage API keys and set up webhook integrations for external applications.
  • Custom Questions Setting: Add or modify custom questions used in lead forms or surveys.
  • Company Setting: Update your company profile, contact details, and branding information.
  • Business WhatsApp Setting: Configure WhatsApp business integration for automated messaging.
  • Product Measuring Units: Define and manage measurement units for your products.
  • Lead From Default Questions: Set default questions for lead forms to standardize data collection.
  • Display Setting: Choose how certain fields and sections are displayed in the CRM interface.
  • Change Password: Update your account password for better security.

💡 Pro Tip: Keep Your Settings Updated

Regularly review and update your CRM settings to ensure smooth operations, accurate integrations, and optimal security. Staying up to date helps your team work more efficiently.