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Administration

How to Set Up the Administration Panel

Customize the CRM identity, currency, date format, and basic appearance before adding users and starting operations.

8 min

  1. Step 1

    Open General Settings

    In the sidebar, open «System Settings» and select «General Settings». This section gathers the basic customization of the instance.

    Open General Settings
  2. Step 2

    Define CRM Identity

    Enter the name that should be displayed as the site title. Upload the company logo and review the «Developed by» field. Use a clear image, preferably in PNG format with a transparent background.

    Define CRM Identity
  3. Step 3

    Configure Currency

    Indicate the currency code used in the operation, for example EUR or USD. In «Currency Position», decide if the symbol or code will appear before the amount as a prefix or after as a suffix.

    Configure Currency
  4. Step 4

    Select Date Format and Theme

    Define the date format that the team will use. For Spain, «d/m/Y» can be used. Keep the company's theme configured unless there is a validated stylesheet to replace it.

    Select Date Format and Theme
  5. Step 5

    Save and Check Configuration

    Review all the values and click «Save». Check that the name, currency, and dates appear correctly in the panel before configuring teams, products, and users.

    Save and Check Configuration

Perform this configuration before creating products, users, or leads. Use consistent values with the company and check the result before continuing with the rest of the modules.