Source: https://www.brixit.io/docs/crm-settings

# Configure Brixit CRM

Open **Settings** in the left navigation. Company settings are shared configuration;
your personal profile and email connection are under the avatar's **Profile Settings**.
Available settings depend on your role.

[![Settings navigation with all ten areas and the Contacts and Inquiries tabs](https://www.brixit.io/images/docs/modules/settings-sales.jpg)](https://www.brixit.io/images/docs/modules/settings-sales.jpg)

*The Settings sidebar and the six Contacts & Inquiries tabs in the desktop CRM.*

| Settings menu | What it controls | Guide |
| --- | --- | --- |
| Company Settings | Company identity, contact details, currency and logo | [Company and access](https://www.brixit.io/docs/crm-company-access) |
| Approval workflows | Approval chains and which actions need review | [Configure approval workflows](https://www.brixit.io/docs/crm-approval-settings) |
| Workflows | Automated sequences for contacts or inquiries | [Build a workflow](https://www.brixit.io/docs/crm-workflows) |
| Zapier & n8n | Automation connections | [Services and connections](https://www.brixit.io/docs/crm-services) |
| Roles & Permissions | Role permissions and record visibility | [Company and access](https://www.brixit.io/docs/crm-company-access) |
| Listings | Amenities, developers, sources and watermark settings | [Listing settings](https://www.brixit.io/docs/crm-listing-settings) |
| Contacts & Inquiries | Pipelines, sources, assignment, stages, rotation and email templates | [Sales settings](https://www.brixit.io/docs/crm-sales-settings) |
| Custom Fields | Extra record fields, required values, table and export visibility | [Custom fields](https://www.brixit.io/docs/crm-custom-fields) |
| Services & Credentials | Service availability and company/provider-managed connections | [Services and connections](https://www.brixit.io/docs/crm-services) |
| Updates | Installed version, available releases, update scheduling and maintenance status | [Updates](https://www.brixit.io/docs/crm-updates) |

## A practical setup order

1. Check company identity and currency.
2. Create the [departments, designations and employees](https://www.brixit.io/docs/crm-hr), then review roles.
3. Configure contact stages, inquiry pipelines, sources and listing reference data.
4. Create assignment strategies before connecting lead forms or intake channels.
5. Connect the required [apps and portals](https://www.brixit.io/docs/integrations-overview).
6. Configure approval rules and automated workflows, review their behavior, then enable
   the intended processes.

After a setting is saved, reopen the affected form or list and verify the choices agents
will use. A setting that changes ownership, access or automated communication can affect
other people; review the intended effect before saving it.