Administrator guide

Admins shape the CRM for everyone. Their pages live under Settings, at the bottom of the navigation. Select it and the navigation steps into the settings menu; Go back returns to the CRM.

The Settings menu

Group	Page	What it’s for	Who can open it
Customize	Custom fields	Add your own fields to companies, contacts, leads and deals	Settings: Admin
	Record layouts	Arrange the fields on each form	Settings: Admin
	Record templates	Pre-fill new records	Settings: Admin
	Pipelines	Sales processes, their stages and teams	Pipelines: Admin
	Lead sources	Where leads come from	Settings: Admin
	Segments	Groups, labels and roles for contacts	Settings: Admin
Jira	Spaces	Turn Nexus CRM on for each Jira space	Settings: Admin
	JSM Sync	Bring service desk customers into the CRM	Settings: Admin
Data and access	Import	Load records from CSV	Write on any record type
	Permissions	Who can do what	Permissions: Admin
	Audit Log	Every change, and restoring deleted records	Settings: Read (restore needs Admin)

The levels in the last column come from each person’s role (see Permissions). Jira site admins can open everything. Pages a person can’t open don’t appear in their menu.

Setting up for the first time

A sensible order for a new site:

1. Turn Nexus CRM on for your spaces, so your team sees the CRM on their work items: Placement in work items.
2. Decide who gets in. Allow everyone with a default role, or only the people you assign: Permissions.
3. Shape your sales process. Rename the Sales pipeline’s stages, or start one from a template: Pipelines and stages.
4. Add the fields your team needs, and place them on the forms: Custom fields, Record layouts.
5. Bring your data in: Import from a spreadsheet, and JSM Sync for service desk customers.

The Getting started checklist on Home tracks the first steps for you.

Note

Every admin action is checked on the server, not just hidden in the menu. Someone without the right level can’t reach a setting even by calling the app directly.