Configure how noCRM behaves for everyone in your account, including lead creation, quick actions, data copying, and interface options.
To configure your account-wide preferences:
Open the Admin Panel.
Select Account Management, then Preferences.
Adjust the settings you need in the available categories.
Configure how users create, display, and update leads:
Lead form mode: Choose Quick mode (single text field) or Structured mode (one input per field).
Hide the additional description field.
Choose the order of comments and lead history.
Remove cents from lead amounts.
Hide the free tags field.
Add a custom number field and percentage field.
Display custom field totals in lead lists and Dashboard widgets.
Move won leads to the last step.
Display confetti when a lead is won.
Reset the delay to 0 days after a manual activity or step change.
Pre-fill the estimated closing date.
Add missing default fields when creating a lead from an email or business card.
Ignore lead titles when detecting duplicates.
Add shortcuts and search options to lead actions:
Display a LinkedIn shortcut.
Display a WhatsApp shortcut.
Add Search in Google to the Actions menu.
Add Search in LinkedIn to the Actions menu.
Include the lead title or the first column of a prospecting list in LinkedIn searches.
Copy information between leads, Client Folders, and Post-Sales Processes:
Pre-fill a lead with matching fields from a Client Folder.
Pre-fill a Client Folder with matching fields from a lead.
Use lead tags to pre-fill Post-Sales Process tags.
Prevent emails from being attached automatically to closed leads with the Won, Lost, or Cancelled status.
Activate the business card scanning feature in the mobile app.
Remove the Referral program link from the menu.
Activate keyboard shortcuts.
Manage the customized Dashboard widget.
Remove the webinars widget.
Hide the following users from lists:
Deactivated users.
Invited users.
Choose whether noCRM sends your account ID when collecting usage statistics.
The preferences you select apply to all users in the account and control how the corresponding features behave.
