CRM Settings reference

Lite+

Settings → CRM → CRM Settings. The defaults new customers, opportunities and quotes inherit, plus the rules around follow-ups, undercharges and on-hold accounts.

The CRM Settings form — CRM Settings — pipeline defaults, quote validity, follow-up cadence, undercharge and on-hold-account rules, and document name formats.

Defaults for new records

Setting	What it does / affects
Default Customer Class	The class (e.g. Bronze) a new customer starts on.
Default Job Type / Job Category / Account Type / Branch	Pre-fill these on new opportunities and jobs so reps don’t set them every time.
Default Quote Validity Days	How long a quote is valid by default (drives the “valid until” date).
Default H1 Calculation Method	The H1 method pre-selected on new certifications.
Opportunity Title Population	How a new opportunity’s title is auto-built (e.g. Customer name and address).
Default Probability	The win-probability an opportunity starts at (e.g. Normal).
Repeat Customer Lead Source	The lead source stamped on opportunities from existing customers.

Follow-up cadence

Setting	What it does / affects
Initial Lead Follow Up Days	Days after a new lead is created before the first follow-up is due.
Follow Up Days	The standard gap between follow-ups thereafter.

Winning, undercharges & on-hold accounts

Setting	What it does / affects
Block Win Quote For Account On Hold	Stops a quote being won if the customer’s account is on hold.
Block Invoice Issue For Account On Hold	Stops invoices issuing against an on-hold account.
Force Attach Contract	Requires a signed contract to be attached before a quote can be won.
Automatically Apply Undercharges	Applies undercharges to the job automatically rather than by hand.
Customer Undercharge Max Percentage	Caps how much of a quote can be undercharged.
Job Cancelled Lost Reason	The lost reason recorded when a job is cancelled back to a lost opportunity.
Addition Budget Type / Discount Budget Type	Which budget types represent additions and discounts on a revision.
Restrict Opportunities To Own Sales Rep	Reps only see their own opportunities, not the whole pipeline.

Documents

Setting	What it does / affects
Quote Merged Document Name Format	Filename template for merged quote documents (tokens like `{{QuoteNumber}}`, `{{DocumentName}}`, `{{Date}}`).
Combined Document Name Format	Filename template when quote documents are combined into one.
Custom Opportunity Detail Report	An optional custom report used for the opportunity detail print.

The lists behind these sit under Settings → CRM — Lead Sources, Lost Reasons, Optional Extra Templates and Quote Probabilities.