- Log in to Scaleup CRM with Administrator or User privileges.
- Select From the Sidebar , choose Sales and select Setting option .
- Add Status : In General Setting click on Status to add new status. Then click on Add Status mention your status and click on submit button.
2. Add Source : In General Setting click on Source to add new status. Then click on Add Source mention your source and click on submit button.
3. Add Categories : In General Setting click on Categories to add new Categories. Then click on Add Categories mention your categories and click on submit button.
4. Add Location : In General Setting click on Location to add new Categories. Then click on Add Location mention your Location and click on submit button.
5. Add Update Tags : In General Setting click on Update Tags to add new Tags. Then click on Update Tags mention your Tag Name and choose tag color then click on Add Tag button.
