Settings

Everything here writes straight to the database — this is the test that decides long-term trust

Pipeline stages

rename → changes everywhere

Direct sales

Dealer referral

Picklists

Lost reasons

PriceNo responseUnsuitableChose alternativeDealer/service issueOther

Lead sources

Quote formPrice checkContact formPhoneEmailShopifyDealer-generatedOther

Product form fields

appears on the form + record

Add a question to a product range and it appears on that range's records immediately — no layout rules, no consultant.

Integrations & thresholds

Accounting package

One system, one cost — no editions, no per-feature upgrades, no add-on stack. The accounting package stays the ledger master; the CRM only reflects it.

Stalled-referral threshold (days)

Dealer service area

postcode matching

This dealer now matches enquiries in that postcode range — territory routing without a line of custom code.

Automation message templates

merge fields like {{first}} · {{product}}

Automation delays (6 days → 4 days, etc.) are edited on the Automations page — also live, also no code.