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Complete Guide to Menthory CRM Settings

Menthory's CRM settings allow you to dictate how customer and lead data is structured, gathered, and viewed across your entire organization. Customizing this infrastructure ensures your pipeline remains structured and securely mapped to your internal business model.

Step 1: Navigate to CRM Settings

  1. Locate the side navigation panel and click on Settings (gear icon).

  2. Scroll down through the settings options until you find the CRM category.



Step 2: Configure CRM General Settings

The first baseline optimization is defining your default transactional profile structure.

  1. Inside the CRM block, select CRM General Settings.

  2. Click the dropdown under Business Type to specify your operational archetype:

    • B2B (Business to Business): Select this if your primary targets are organizations. New CRM records will default to Company profiles.

    • B2C (Business to Consumer): Select this if your market focuses on individuals. New records will default to Individual profiles.

  3. Click the orange Save button to confirm.


Step 3: Manage Client Data Fields

This layout configures the comprehensive, macro-level company data assets you track for corporate clients.

  1. Go back to the main CRM settings page and click Client's Data Fields.

  2. Review the core standard checklist (e.g., Logo, Client Type, Company Name, Priority, Status, Assigned To, Country, Address). Required fields will display a checkmark.

  3. To gather workflow-specific details, look at your custom attribute dropdown cards (e.g., Requested Services, Lead Source, Website Quality, SEO Status).

  4. Need a completely new parameter? Scroll to the absolute bottom of the list and click + Add Field. A contextual popup layout menu will allow you to choose options like Text, Numbers, Dropdowns, or Attachments to match your target criteria.

  5. Click Save when adjustments are complete.

Step 4: Configure Contact Data Fields

While Client Fields manage companies, Contact Fields map the precise communication criteria for the individual leads or stakeholders inside those companies.

  1. Return to the CRM hub and click Contact's Data Fields.

  2. Edit or organize the baseline personal parameter parameters (e.g., Image, Client, First Name, Last Name, Email, Phone Number, Position, LinkedIn Profile).

  3. Utilize the bottom + Add Field mechanism here to inject unique profile benchmarks (like an secondary communication preference or custom tags).

  4. Scroll down and hit Save.

Step 5: Establish Client Visibility Settings

The final configuration dictates internal compliance boundaries, controlling which members of your team can view different customer profiles.

  1. Select Client Visibility Settings from the CRM block menu.

  2. Click the dropdown window titled Who can see CRM clients* and select your security protocol choice:

    • All: This gives your whole team across the organization visibility to browse all CRM clients seamlessly.

    • Only associated users: This strictly hides records, ensuring team members can only access and interact with explicit accounts or profiles to which they are assigned.

  3. Click the orange Save button to finish your setup.


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