# Step 10 - CRM, Task & Leads Settings

_By Brandon Munn · Aug 28, 2024_

### **CRM Settings**

Before using the **CRM** functions in BrewMan, you will need to configure your **Settings**.

Go to **Administration → Settings → Contacts → Communication Subjects.**

Subjects are used when logging communication with **Outlets,** allowing them to be quickly categorised by topics. These can be anything you wish, examples might include: "Sales", "Finance", "Feedback", or "Distribution".

Click **New Communication Subject** in the bottom right and add as many different topics as you wish.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/2e244789d80d274a1bf903a3f203dba5.png)

Next, go to **Administration** → **Settings** → Contacts → Communication Types.

**Communication Types** are used when logging communication with **Outlets,** specifying which method of contact was used. Examples might include "SMS", "Email", "Site Visit" or "Incoming Call".

Click **New Communication Type** in the bottom right and add as many as you wish.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/e710d734c234f5e8a054bad3b22f7b38.png)

### **Task Settings**

**Tasks** can be used in the system to remind users to complete actions such as a recurring phone call with a customer, label some containers or carry out a temperature check on a brew. Before using them, you will need to configure some **Settings.**

Go to **Administration** →  **Settings** > Tasks → Task Queues.

**Task Queues** are used to filter **Tasks** between departments or functions. For example you may wish to create **Queues** for "Production", "CRM", "Back Office", or "Local Sales Area".

Click **New Task Queue** in the bottom right and enter the names of the **Queues** you wish to create.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/cf85c7257cd59e115b77d57dcc9d5ea2.png)

Next, go to **Administration** →  **Settings** → Tasks → Task Types.

Task Types can be used to categorise and filter **Tasks** and demonstrate to the user quickly what the task requires. Examples might include "Call", "QC Test", "Visit" or "Email."

Click **New Task Type** in the bottom right and enter the names of the **Types** you wish to create.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/5d55cf99a7ae71cc7d38a89b394c2d12.png)

### **Lead Settings**

Before using **Leads** in BrewMan, you will first need to configure your **Settings**.

Go to **Administration** → **Settings** → **Tasks and Leads** → **Lead Loss Reasons**.

**Lead Loss Reasons** allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add further notes when marking the **Lead** as Lost.

Click **Create Loss Reason** in the bottom right and add as many different reasons as you wish.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/f5fbe9b9f73504b7e8965e1f0a23e3ee.png)

Next, go to **Administration** → **Settings** → **Tasks and Leads** → **Lead Source**.

**Lead Sources** will allow you to see where your **Leads** are coming from. This can help you evaluate the success of your sales and marketing efforts.

Click **Create Lead Source** in the bottom right and add all of your sales avenues.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/8aafa0ec319aa47206e5522ed5065cfc.png)

Now, go to **Administration** → **Settings** → **Tasks and Leads** → **Lead Pipeline Stages.**

**Lead Pipeline Stages** will allow you to name the stages in your sales pipeline to match your sales processes. The order of the list will dictate the order of the Stages with the top lane on the list being the furthest left lane.

Click **Create Pipeline Stage** in the bottom right corner of the screen and enter the pipeline stages you wish to create.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/36614fd62abac90f5d4524247046fbbc.png)

Please click the following the link to move to the next guide: [**System Setup**](https://premier-systems-ltd.featureos.help/en/articles/step-11-system-setup)

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/step-10-crm-task-leads-settings)