Settings

⚙️ Settings

The Settings area in Tenziv gives you full control over how your CRM works. From customizing fields and workflows to managing users, brands, templates, and integrations — it’s all here in one place.

Here’s an overview of what you can configure:

🔧 General

Manage your global system preferences including company name, primary contact info, and localization defaults. This section acts as your overall configuration hub.

🏷 Fields

Customize the fields shown in your CRM for:

  • Contacts

  • Deals

  • Companies

  • Products
    Add, remove, or rename fields to match your unique business needs.

🔌 Integrations

Connect Tenziv with your favorite tools and services, such as:

  • Email platforms (Gmail, Outlook)

  • Calendars

  • External CRMs

  • Other third-party software
    This ensures smooth syncing across your systems.

📆 Activities

Define and manage activity types (calls, meetings, emails, etc.).
You can also set default durations, reminders, and visibility settings for each activity type.

📊 Deals

Customize how deals work within your sales pipeline:

  • Set pipeline stages

  • Define deal types

  • Add deal sources and tags
    Tailor the deal flow to match your sales process.

🛍 Products

Add and manage the products or services you sell.
Include prices, descriptions, SKUs, and other custom product data for fast quoting and pipeline integration.

📄 Documents

Manage default settings for quotes, proposals, contracts, and other document types.
This area lets you control document numbering, default templates, and formats.

🏢 Companies

Set company-level preferences, such as industry types, tags, and categories.
Helps segment your company database and tailor communication and reporting.

📞 Calls

Customize your call settings including:

  • Call types (inbound, outbound)

  • Call outcomes (connected, no answer, etc.)

  • Call logging behavior

🌐 Web Forms

Build and manage web forms to capture leads directly into Tenziv.
Embed forms on your website or landing pages to automate lead generation.

🔁 Workflows

Create automation rules that trigger actions based on specific events (e.g., send a follow-up email when a lead moves to a new stage).
Streamline repetitive tasks and keep your process consistent.

👥 Users

Manage your users and roles.

  • Invite new team members

  • Assign roles and permissions

  • Activate or deactivate accounts

🧬 Brands

Manage multiple brand identities under one account.
Useful if your business operates with different logos, color schemes, or messaging.

✉️ Mail Templates

Create and manage email templates for campaigns, follow-ups, and workflows.
Templates help you communicate consistently while saving time.