ClearCRM

The Status Manager lets you customize how work progresses across different areas — including tasks, projects, tickets, and leads.

How to Manage Statuses in ClearCRM Setup

Elvin Khudiyev

Setup

This article explains how to create and manage Customer Groups in ClearCRM, which help categorize customers.

Managing Customer Groups in ClearCRM

Customer Groups

This article provides an overview of the Deals section under Setup, explaining its functions and how it helps configure deal management.

Deals Setup in ClearCRM (Setup > Deals)

This article explains how to manage Deal Sources in ClearCRM, which categorize where deals originate.

Managing Deal Sources in ClearCRM (Setup > Deals > Sources)

This article explains how to manage Deal Pipelines, which define the structured process that deals follow from start to completion.

Managing Deal Pipelines in ClearCRM (Setup > Deals > Pipelines)

Learn how to track and manage sales opportunities using the Deals section in ClearCRM.

Getting Started with Deals

Deals

This article provides an overview of the Leads section under Setup, explaining its functions and how it helps configure lead management in ClearCRM.

Leads Setup in ClearCRM (Setup > Leads)

This article explains the Email Integration feature from the Leads Setup for automatically converting incoming emails into leads.

Understanding Email Integration in ClearCRM (Setup > Leads > Email Integration)

This article explains how to manage Lead Sources in ClearCRM, allowing businesses to categorize and track where leads originate.

Lead Sources in ClearCRM (Setup > Leads > Sources)

This article explains the Lead Statuses feature in ClearCRM, which helps businesses track a lead's progress in the sales pipeline.

Lead Statuses in ClearCRM (Setup > Leads > Statuses)

Leads

Taxes

Tracking Sent Emails

Email Templates

Managing Currencies in ClearCRM

Learn how currencies work in ClearCRM, including how customer currency settings affect invoices, proposals, and other records.

Working with Currencies in ClearCRM

Finance

Learn how to navigate to the Team Members from the Setup, and understand the dashboard for the Team Members

Managing Team Members in ClearCRM

Team Members

This article explains the Support section under Setup, which provides tools to manage departments, responses, priorities, statuses, services, and spam filters for customer support tickets.

Support Management

This article explains the Departments dashboard under Setup > Support, where administrators can manage customer support departments and configure email settings for ticket handling.

Managing Support Departments in ClearCRM

This article explains how to use the New Department pop-up in Setup > Support > Departments to create and configure a new support department.

Adding a New Department in ClearCRM

Support Departments in ClearCRM help organize and route customer tickets to the right group of agents.

Support Department Email & Assignees

Support

ClearCRM lets you create custom fields on existing forms so you can capture the exact data your business needs

Custom Fields: Add Extra Fields to Fit Your Needs

Custom Fields

Find answers and get help from Intercom Support and Community Experts

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