Leads and pipeline settings
Paths, defaults and effects of each option.
Settings open as a drawer over your work; a direct URL can open a full page. On desktop choose the same product heading under Settings. Change values and Save; form validation and role permissions apply.
Usage guide
Sales teams track progress toward buying. Customers identify people; leads track the sales pursuit and calls.
Browse this area
Sales — modules and detailed settings
General
Open settings · /settings/sales
General: default trial is 1–365 days; currency prefills new records. Hidden fields: choose a person and custom fields to mask or remove masks; this does not expand read access. Use archive rather than mass destruction.
Desktop: native settings panel.
Pipeline
Open settings · /settings/sales/pipeline
Stages: name, key, behaviour, ordering, win probability and active state. Behaviour controls open/won/lost/suspended rules; one won and one lost stage must remain. Sources: name, key, order and active state; closing preserves historical records.
Desktop: native settings panel.
Calls
Open settings · /settings/sales/calls
Outcomes/results: name, key, behaviour, ordering, active state and usage count. Reached/failed behaviour affects auto-close. Failure thresholds and automatic loss reason are declared settings.
Desktop: native settings panel.
Loss reasons
Open settings · /settings/sales/loss-reasons
Loss reasons: name/order, close/reopen and usage count. Merging selects a target, moves leads and closes the source reasons.
Desktop: native settings panel.
Defaults and behaviour options
This table lists contract defaults, not your saved workspace values. Location distinguishes visible controls from advanced configuration values.
| Option / key | Default | Effect and choices | Location |
|---|---|---|---|
Quiet lead after (days) · stale_lead_days | 14 | An open lead with no change and no call for this many days raises “lead gone quiet”. | Advanced contract setting; no separate control verified |
Close after this many failed calls · auto_reject_failed_call_threshold | 3 | A lead is closed automatically after this many unanswered calls. 0 turns this off. | Advanced contract setting; no separate control verified |
Reason to record when closing automatically · auto_reject_lost_reason_id | — | The reason recorded when a lead is closed automatically. Leave empty to never close leads automatically. | Advanced contract setting; no separate control verified |
Default trial length (days) · default_trial_duration_days | 3 | The trial length suggested when you start a new trial. | /settings/sales |
Default currency · default_currency | TRY | The currency new drafts open in. | /settings/sales |
Follow-up queue looks ahead (days) · followup_lookahead_days | 7 | How many days ahead the follow-up list shows. | Advanced contract setting; no separate control verified |
A lead with no follow-up goes stale after (days) · followup_stale_days | 7 | A lead nobody has followed up for this long is marked as stale. | Advanced contract setting; no separate control verified |
Permission: module manage is used for configuration; the main guide’s action table lists individual operation permissions.
Related guide
Technical sources
packages/os-kernel/src/modules/crm.ts, apps/studio/app/(app)/settings/, apps/era-station/apps/web/src/era/business/screens/settings/pages/registry.tsx.