Introduction
This article covers settings that can be adjusted any time after connecting Flex to your CRM. Settings for Authorizations are covered in Configuring the Basics. All other settings are covered here. Be sure to check out the CRM | Overview and Key Concepts for general information.
Using CRM requires the Flex Enterprise plan. If you don't see CRM in Main Menu > Integrations, contact Flex Support.
Each setting explored in this article can be found by navigating to the CRM page.
- On the Main Menu, click Integrations.
- Click CRM.
Information about individual settings are listed below, under each specific header.
Default Resource Type
Resource types are required for Companies and recommended for Contacts. In this setting you can select which Resource Types gets assigned to a New Company or Contact.
Resource Type can be changed per Company or Contact on the individual import.
For more information about where changing Resource Type per import comes into play, check out How to Sync CRM Companies & Contacts into Flex.
Learn more about Resource Types here.
Default Element Definition
In this setting you can select which Element Definition will populate in the initial popup when creating an Element from a CRM Deal.
The Element Definition can then be changed per Deal import as needed.
Learn more about Element Definitions here.
Next Steps
Once your settings are adjusted accordingly, try syncing your contacts or importing a deal.