Settings

Overview

Sales HQ Settings is the central configuration hub for your entire sales system. Here you can customize pipelines, configure lead sources, set up automation triggers, manage staff, and control how leads are distributed and scored.

Settings Categories

💡

TipStart with a simple pipeline of 5-6 stages and expand later as your sales process matures. Over-engineering your pipeline upfront leads to confusion and low adoption among your team.

1. Pipelines & Stages

Location: Settings > Pipelines

Configure your sales pipelines and the stages leads go through:

Create multiple pipelines - Different pipelines for different products or teams
Define pipeline stages - Add stages like New, Contacted, Qualified, Proposal, Won, Lost
Set stage colors - Visual organization on the Kanban board
Reorder stages - Drag and drop to arrange stage order
Mark won/lost stages - Define which stages count as conversions

How to create a pipeline:

Go to Settings > Pipelines
Click "Add Pipeline"
Enter pipeline name
Add stages with names and colors
Set one pipeline as default

⚠️

WarningChanging pipeline stages after leads are already assigned to them will move those leads to the first available stage. Plan your stage structure carefully before adding leads to avoid disruption.

2. Lead Sources

Location: Settings > Sources

Track where your leads come from:

Add traffic channels - Website, Facebook, Google Ads, Referral, etc.
Track acquisition sources - Know which marketing channels perform best
Organize by category - Group sources for better reporting
Enable/disable sources - Control which sources are active

3. Lead Capture Forms

Location: Settings > Lead Forms

Create public forms to capture leads:

Design custom forms - Choose which fields to include
Embed on websites - Get embed code for your landing pages
UTM tracking - Automatic tracking of marketing campaigns
Auto-assignment - Route leads to specific staff or round-robin

4. Teams & Roles

Location: Settings > Teams & Roles (Staff section)

Organize your sales team:

Teams:

Create teams like "Inbound Sales", "Outbound Sales", "Enterprise"
Assign staff to teams
Filter reports and leads by team

Roles:

Define roles like "Sales Rep", "Team Lead", "Sales Manager"
Set role-based permissions
Control access to features

How to create a team:

Go to Settings > Teams & Roles (via Staff)
Click "Add Team"
Enter team name and description
Save the team

How to create a role:

Go to Settings > Teams & Roles
Click "Add Role"
Enter role name
Select permissions for this role
Save the role

5. Staff Configuration

Location: Settings > Staff

Manage your sales staff:

View all staff - See all configured sales team members
Enable/disable staff - Control who can receive leads
Set capacity - Define how many leads each person can handle
Generate referral codes - Create unique referral links for each staff
View performance - Quick stats for each team member

Staff settings include:

Receiving leads toggle (on/off)
Lead capacity limit
Team assignment
Role assignment
Referral code for client tracking

6. Assignment Rules

Location: Settings > Assignment Rules

Automate lead distribution:

Round-robin - Distribute leads evenly among staff
Capacity-based - Assign based on current workload
Rule-based - Route by country, source, or other criteria
Priority assignment - VIP leads to senior staff

How to create an assignment rule:

Go to Settings > Assignment Rules
Click "Add Rule"
Define conditions (e.g., Country = UAE)
Set the action (assign to specific staff or team)
Set priority order
Enable the rule

7. Triggers & Automation

Location: Settings > Triggers

Set up automatic actions:

On lead creation - Auto-assign, send welcome email
On stage change - Notify manager, update tags
On inactivity - Remind staff about stale leads
Scheduled triggers - Daily/weekly automated tasks

Example triggers:

When lead created → Assign to available staff
When moved to "Qualified" → Notify sales manager
When no activity for 3 days → Create follow-up task

8. Lead Scoring

Location: Settings > Lead Scoring

Prioritize leads automatically:

Define scoring rules - Points for actions and attributes
Score by engagement - Email opens, website visits
Score by profile - Country, company size, budget
Hot lead threshold - Auto-flag high-scoring leads

9. Notifications

Location: Settings > Notifications

Control alert settings:

Email notifications - New leads, assignments, reminders
In-app notifications - Real-time alerts
Daily digests - Summary emails
Escalation alerts - Overdue task warnings

10. General Settings

Location: Settings > General

System-wide configurations:

Business hours - Define working hours for SLA
Default pipeline - Set the default for new leads
Auto-archive - Archive old lost leads
Data retention - How long to keep activity logs

Best Practices

Start simple - Begin with one pipeline, add more as needed
Define clear stages - Make sure each stage has a clear meaning
Use assignment rules - Automate distribution to save time
Set up triggers - Let automation handle routine tasks
Review regularly - Adjust settings based on performance data

Next Steps

Pipeline - See your configured pipeline in action
Leads - Manage leads flowing through your pipeline
Import - Bulk import leads into your configured pipeline
Dashboard - Monitor overall sales performance