Features Settings settings
Settings directory for Features Settings.
In ZNICRM, open Account Settings, choose Features Settings, then select the relevant entry.
| Entry | Purpose shown in the workspace |
|---|---|
| Engage | Engage website visitors to generate leads. |
| Contact Forms | Create forms for lead capture. |
| Automation | Automate lead-related tasks such as greetings or reminders. |
| Workflow | Automate repetitive actions such as sending messages to new leads. |
| Escalations | Automate internal follow-ups such as deal approvals. |
| Custom Forms | Extend CRM data storage with custom forms. |
| Templates | Create shared proposal, email and marketing templates. |
| Subscriptions | Manage customer subscriptions for recurring billing. |
| Assignments | Assign work and obtain team updates. |
| Follow-up Intelligence | Configure follow-up intelligence rules for conversations. |
| Checklists | Manage checklist items for leads and deals. |
| Project Management | Configure project templates, stages, SLA rules and task automation. |
| Lead Routing | Set rules to assign new leads. |
| Lead Scoring | Configure scoring profiles, fields, source bindings and score-based routing. |
| Lead Queue | Configure assignment and distribution behavior. |
| Lead Queue Logs | Review assignment and routing activity. |
| Deal Analytics | Configure deal analytics fields, scoring and reports. |
| Dialer | Configure calling. |
| Travel Settings | Configure travel access, AI planning and preferences. |
| SMS | Manage SMS settings such as sender IDs and templates. |
| Timeclock | Configure employee work tracking. |
| Telephony Custom | Add a custom telephony service. |