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How to Configure CRM Settings
Walk through every section of CRM Settings — lead sources, lost/won reasons, opportunity types, quick links, custom fields, card display (card face and card popout), and more.
CRM Settings is where your admin configures the workspace-wide options that shape how your team uses the CRM — lead sources, outcome reasons, opportunity types, custom fields, card display, and more. You'll find it at https://app.trustpager.com/settings/crm.
Changes here apply to everyone in the workspace. All settings save automatically — you'll see a "Saved" indicator in the top-right corner of the card when changes are written.
Enable Companies
Toggle this on to activate the Companies section in your CRM. Companies (also called Accounts) is a B2B feature that lets you group contacts under a parent company and link opportunities to a business rather than just a person. If your team works primarily with individuals, you can leave this off to keep the CRM uncluttered.
Lead Sources
Lead sources are the options that appear in the Lead Source dropdown on an opportunity. They tell you where an enquiry came from — Website, Referral, Cold Call, Trade Show, and so on.
To add one, type a name into the input and click Add (or press Enter). To remove or rename one, hover the item and use the edit or delete icons. Drag items to reorder them — the order here matches the order in the dropdown your team sees.
Lost Reasons
Lost reasons appear when a user marks an opportunity as lost. They can select one or more reasons from the list you define here — Price Too High, Went with Competitor, No Budget, and so on.
Populate this list before your team starts closing opportunities so the data is available from day one.
Won Reasons
The same principle as lost reasons, but for wins. Use these to track what drove a successful close — Referral, Demo Converted, Trial Signup, and so on. Selecting reasons when marking a win builds a picture of what's working over time.
Quick Links
Quick link types let you define named URL slots that appear in the sidebar of every opportunity and company record. For example, if you add a "Google Drive" type, your team can paste the Drive folder URL directly on each opportunity for one-click access.
Add as many types as you need — Notion, Dropbox, Jira, Asana, or any internal tool. Each opportunity and company record then has its own URL for each type.
Quick Links vs URL custom fields: Quick Links are workspace-level shortcuts — you define the type once (e.g. "Google Drive") and every record gets that same slot. They're designed for a consistent link that exists on every record. URL custom fields (see below) are different: each field has its own label and value, and a single record can have many of them. Use Quick Links for "the same kind of link on every record"; use URL custom fields for typed, per-record link data.
For full setup instructions, see https://trustpager.com/help-center/quick-links.
Opportunity Type
Opportunity Type is a dropdown field that appears on each opportunity record. Use it to classify opportunities by deal category — New Business, Upsell, Renewal, Referral, and so on.
Add the options relevant to your pipeline here. The field is always enabled; adding at least one option activates the dropdown on opportunity records.
Company Type
If Companies is enabled, Company Type lets you classify each company record — Client, Partner, Supplier, Prospect, and so on. Add the options that make sense for your business.
Contact Type
Contact Type classifies each contact — Decision Maker, Champion, End User, Technical Buyer, and so on. Useful for B2B teams who need to track buying roles within an account.
Additional Information (Custom Fields)
Custom fields let you extend opportunity, company, and contact records with data specific to your business. Each field you add appears in a dedicated section on the relevant record.
The section heading defaults to "Additional Information" but you can rename it to anything — "Property Details", "Project Specs", or whatever fits your context.
Custom field types available:
- Text — single-line text input
- Text Area — multi-line text for longer notes
- Dropdown — select one option from a list you define
- Number — numeric input
- Date & Time — date and time picker
- URL — a clickable link field with a label and value. Use this for per-record links like a Drive folder URL or an external reference — anything that differs from record to record. URL fields are excluded from Fill with AI, since the actual link needs to be entered by your team rather than inferred.
Fields can be added to opportunities, companies (when Companies is enabled), and contacts independently. You can reorder them within each entity type by dragging.
Custom field sections
Custom fields are organised into sections. Fields start out ungrouped (shown under the default heading), and you can create as many named sections as you need to group fields by topic, such as "Property Details", "Finance", or "Project Specs".
Once you create a section, its header in the Custom Fields tab shows controls to manage it:
- Up and down arrows reorder the section. The order here matches the order on every record.
- Pencil icon renames the section.
- Settings (gear) icon opens the section settings (see below).
- Delete icon removes the section; its fields move back to the ungrouped list.
Section settings
You can set a section's options either when you create it (in the New Section dialog) or later via its gear icon. Two options are available:
Default state on detail pages controls whether the section starts open or closed when a team member opens an opportunity, company, or contact record:
- Collapsed starts closed; your team clicks to expand it.
- Open starts expanded, and can still be collapsed.
- Always open stays visible with no collapse toggle. Use this for a section your team needs to see on every record.
Description is an optional one-line note shown under the section heading, handy for reminding your team what a section is for.
Where custom fields appear on a record
The custom fields card sits directly under the built-in information panel (Opportunity, Contact, or Company details) and above the Activities timeline. Setting a section to "Always open" means it is visible the moment the record loads, right below the standard fields, with nothing to expand.
Card Display
The Card Display section controls what information appears on opportunity cards in your pipeline boards. It has two parts: Card Face and Card Popout.
Card Face
The card face is what shows on each opportunity card in the pipeline view — the information visible without any interaction. Three fields always appear on every card: the opportunity name, the associated customer, and the opportunity value. These cannot be removed.
You can additionally choose to show:
- Opportunity Type — toggle this on to display the opportunity's type as a compact line on the card.
- Custom fields — pick any of your workspace's custom fields to show on the card face. Each selected field appears as one compact line; long values truncate to fit. Both fields default to off.
To add custom fields to the card face, click the custom fields selector in this section. A searchable modal opens with a checklist of all available custom fields — type to filter the list, then tick the fields you want. Your selections appear as removable chips below the picker and save automatically.
There is no hard limit on how many custom field lines you can add to the card face, but keeping it to a few fields gives the clearest at-a-glance view. Cards with many lines can become harder to scan quickly in a busy pipeline board.
Card Popout
The card popout is the hover panel that appears when you mouse over an opportunity card. It gives your team a richer snapshot without needing to open the full record. You configure which sections appear in the popout from this same Card Display area at https://app.trustpager.com/settings/crm.
Sections you can toggle for the popout include notes, next action, tasks, and custom fields. Enable the sections most useful for your team's daily workflow — a team focused on follow-up activity might show next action and tasks; a team that tracks detailed record data might prefer custom fields.
Like the card face selector, the popout custom fields picker opens a searchable modal with a checklist and shows your selections as removable chips.
Searchable field picker
Both the card face and card popout custom field selectors use a searchable picker. When you click either selector, a modal opens with:
- A search input to filter the field list by name
- A checklist of all available custom fields
- Your current selections shown as removable chips below the picker
Selections save automatically as you make them — there is no separate Save button. To remove a field, click the × on its chip or uncheck it in the modal.
This searchable picker is currently available in the Card Display section. It replaces the earlier long inline list, making it easier to find the right field when your workspace has many custom fields defined.
Default pipeline
The company-wide default pipeline — the one that loads when a user hasn't set a personal preference — is configured from the pipeline settings, not this page. Individual users can override it from https://app.trustpager.com/account/preferences. See https://trustpager.com/help-center/set-default-pipeline for details.
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