To access Contact Manager's settings, click the Gear icon on the right of the screen. This is only available for Super Users.

There are a variety of settings for you to configure one per tab:

The Configuration page lets you select which dashboard you want to display, or neither. Learn more about the Dashboards here.

This page lets you set up the default email template for sending out one-to-one emails. Use Template Builder to create you template and share it with the Contact Manager occurrence before adding and editing in this page.

Use this page to automatically apply a specific consent pack to each new Contact which is added manually or imported with Data Manager.

Any Contacts brought in via a form will take that form's consent pack.

Saved replies are used to add in a commonly used piece of text or image, such as an email signature, to a one-to-one email, as shown below.

These come from a Knowledgebase occurrence. Learn how to add saved replies for your Contact Manager occurrence.

Dropdowns are used to organise your Leads and Opportunities, and add titles additional to the defaults. They can also provide additional insights on reports.

To add a new dropdown item, click "Add a [Status]"at the bottom of each section. Dropdown items can be edited or deleted by using the Edit pencil.

This separates your leads in any manner you choose. In the above example, we're separating educational contacts by the type of institution they've come from.

This helps you keep track of the relationship you're building with a contact.

Statuses can be shown on the Lead progress bar, or hidden.

Typically a Lead will progress along a journey from "1. New" through "2. We reached out", "3. We made contact" to "4. Agreed" or some version thereof.

This list is used by Webform Builder when creating forms to help discover how a Contact discovered your establishment.

These are used to identify the step your opportunity is at, and may indicate the next step to take. For example, "Building the relationship" or "Running nicely".

These are broad areas to illustrate how an opportunity is progressing, such as "Open" or "Lost".

These are used when adding an update to an Opportunity, for example "Internal planning" or "Meeting minutes".