Go to the "CRM settings"

Click on crm settings - BangDB

Click on "More CRM Settings"

Click on setup crm - BangDB

Go to "Advanced Settings"

Crm editing - BangDB

Terminologies options

As of now, you can change the naming convention for Work, Group, Pipe, Classification, & Created.

  1. Work

    2. By default it is "LeadCRM". However, if you prefer to call it something else, you can change it by editing it from here.

  2. Pipe

    3. By default it is "Company". However, if you prefer to call it something else, you can change it by editing it from here.

  3. Job

    4. By default it is "Lead". However, if you prefer to call it something else, you can change it by editing it from here.

  4. Classification

    5. By default it is "Classification". However, if you prefer to call it something else, you can change it by editing it from here.

  5. Created (affects lead creation time column in the lead listing page)

    6. By default it is "Created". However, if you prefer to call it something else, you can change it by editing it from here.