Settings Overview

Key Steps:

1. Divisions:
   • Organize products, inventory, and sales.
   • Check active divisions and reorder as needed.
2. Seasons:
   • Manage calendar years.
   • Activate, archive, reorder, edit, and delete seasons.
3. Collections:
   • Organize tasks, assets, and products.
   • Reorder collections, edit names, and manage collaborative visibility.
   • Add new collections and customize statuses.
4. Statuses:
   • Capture statuses for accounts, deals, products, and tasks.
   • Customize default statuses and manage contractual statuses and deal stages.
5. Events:
   • Tag events across seasons.
   • Add new events with season, event name, and date.
6. Fields:
   • Customize information collection points.
   • Create field groups and fields for specific workspace areas.
   • Utilize various field types such as text, dropdown, number, date, range, and calculation fields.
7. Industries:
   • Categorize partnerships based on industry.
8. Categories:
   • Create subcategories below collections for advanced reporting.
   • Add, sort, and group categories.
9. Templates:
   • Create templated information or PDFs for deals.
   • Edit templates and customize information.

Cautionary Notes:

• Ensure to check permissions before making changes, especially if not a site admin.
• Be cautious when editing or deleting settings, as it may impact data visibility and organization.

Tips for Efficiency:

• Utilize filters and search functions for quick navigation.
• Regularly review and update settings to maintain organization and accuracy.
• Communicate changes to team members to ensure alignment and understanding.