System Settings
In this section
- General SettingsGeneral Settings is where your organization’s tenant-wide configuration lives in GEMS CRM — company identity, which countries you…
- Data & FieldsOverview Data & Fields is a system settings module that lets administrators and consultants customize what information is…
- CommunicationEmail Integration is where you connect external mailboxes to GEMS CRM, enabling emails to flow both ways —…
- Territory ManagementTerritory Management defines how your sales and service coverage is structured geographically and organizationally — territories, their hierarchy,…
- Territory Assignment Rules
- Social SetupsEmail Channel is a different piece of email configuration than mailbox syncing — this is where you set…
- Domain Configurations
- WorkflowWorkflows is GEMS CRM’s no-code automation engine — letting you define when something should happen, under what conditions,…