Skip to main content

BuildRunKit CRM: Settings Dashboard Overview

BuildRunKit CRM: Settings Dashboard Overview

Screenshot 2026-09-09 122936.png

Top Header Navigation

  • Brand Logo: BuildRunKit logo in top-left corner.

  • Workspace Selector: Dropdown showing current workspace (Bernadette.F's Workspace) with access tier badge (All Access).

  • Top Right Actions: Notification bell icon and user profile dropdown menu (Bernadette.F).

Left Navigation Sidebar

  • Back Control: <- Back to Dashboard button to exit settings.

  • Account Settings Links:

    • Profile

    • Team & Workspace

    • Modules & Features

    • Billing & Plan

    • Personal Brand

    • Notifications

  • Module Settings Links:

    • CRM (Currently Active)

    • Projects

    • Invoice

    • Preferences

  • Bottom Sidebar Links:

    • Feedback

    • User Manual

    • Help & Support

CRM Settings Header & Location Tracking

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Deals — Tracks location within the settings hierarchy and provides click-back navigation paths.

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

CRM Settings Navigation Tabs

  • Deals (Active Tab)

  • Tags

  • Pipeline

  • Webform

  • Custom Fields

  • Import / Export

Deals Tab Configuration Controls

  • Section Title: Deal Naming Customization

  • Section Subtext: "Tailor the terminology to match your industry (e.g., 'Case' for legal, 'Project' for consulting, 'Property' for real estate)."

  • Quick Industry Presets:

    • Deal (Sales & SaaS) — Selected

    • Case (Legal & Law)

    • Project (Consulting & Agencies)

    • Opportunity (B2B & Partnerships)

    • Property (Real Estate)

    • Contract (Professional Services)

  • Singular Name *: Input text field showing Deal (Helper text: Used for individual items (e.g. 'Add Case', 'Edit Case', 'Case Details')).

  • Plural Name *: Input text field showing Deals (Helper text: Used for lists, headers, and tabs (e.g. 'All Cases', 'Total Cases')).

  • Display Icon: 14 selectable icon choices to represent deals across the UI (Dollar symbol currently selected).

Live UI Preview Panel

  • Preview Tab Badge: Shows top right button preview (Deals).

  • Total Deals Metric Card: Preview showing 24 with dollar icon.

  • Action Button Preview: Shows blue + Add Deal primary button.

  • Pipeline Stage Preview: Shows stage badge with status dot (Deal In Progress).

  • Save Changes: Primary action button in the bottom right of the panel to apply configuration.

  • Floating Action Button: Blue + button in bottom-right corner.

  • Support Widget: AI assistant icon in bottom-right corner.

BuildRunKit CRM: CRM Settings - Tags Tab

Screenshot 2026-09-09 123558.png

Location & Header

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Tags

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

  • Active Tab: Tags

Contact Tag Management Section

  • Section Header: Contact Tag Management

  • Section Description: "Create and manage tags to categorize your contacts. Use 'Restore Defaults' to add standard business tags."

  • Header Actions:

    • Restore Defaults: Button to reset or populate default system tags.

    • + Add Tag: Primary button to create a new contact category tag.

Default Tag List & Row Controls Each tag item displays a custom color badge, label name, and individual management toggles/actions:

  • Hot Lead (Red Dot)

  • Cold Lead (Light Blue Dot)

  • Customer (Green Dot)

  • Prospect (Orange Dot)

  • Partner (Purple Dot)

  • Vendor (Dark Navy Dot)

  • Lead (Red Dot)

  • Investor (Medium Blue Dot)

  • VIP (Bright Blue Dot)

Row Action Icons (Right Side)

  • Active Toggle Switch: Enables or disables the tag for contact categorization across the CRM.

  • Pencil Icon: Edits the tag name or assigned color badge.

  • Trash Bin Icon: Deletes the tag entry from the system.

BuildRunKit CRM: CRM Settings - Pipeline Tab

Screenshot 2026-09-09 124040.png

Location & Header

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Pipeline

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

  • Active Tab: Pipeline

Pipeline Stages Section

  • Section Header: Pipeline Stages

  • Section Description: "Customize your sales pipeline stages. Drag to reorder."

  • Header Actions:

    • Restore Defaults: Button to reset stage order, names, and color coding to default presets.

    • + Add Stage: Primary button to append a new stage to the sales process.

Configured Stages & Controls Each stage row includes drag-and-drop handles, sequence numbering, text customization, status colors, deal counters, and delete actions:

  • Stage 1: New Lead (Blue Circle Dot | Deals Count: 0)

  • Stage 2: Discovery (Purple Circle Dot | Deals Count: 0)

  • Stage 3: Proposal (Orange Circle Dot | Deals Count: 0)

  • Stage 4: Negotiation (Red Circle Dot | Deals Count: 0)

  • Stage 5: Closed Won (Green Circle Dot | Deals Count: 0)

  • Stage 6: Closed Lost (Grey Circle Dot | Deals Count: 0)

Row Control Elements

  • Drag Handle (::): Reorders the stage position in the Kanban sequence.

  • Sequence Badge: Displays the numerical step order (1 through 6).

  • Stage Name Field: Editable text box to update stage titles.

  • Color Picker Circle: Assigns custom badge colors for Kanban board identification.

  • Deals Counter: Tracks the number of open deals currently sitting in that stage.

  • Trash Bin Icon: Removes the selected stage row.

  • Save Pipeline: Primary action button located at the bottom right to apply all pipeline structural changes across the CRM.

BuildRunKit CRM: CRM Settings - Webform Tab

Screenshot 2026-09-09 124243.png

Location & Header

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Webform

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

  • Active Tab: Webform

Lead Capture Webforms Section

  • Section Header: Lead Capture Webforms

  • Section Description: "Create and manage embeddable forms to capture leads directly into your CRM."

  • Header Actions:

    • + Create Webform: Primary button to open the webform creation wizard.

Configured Webform Cards Saved lead capture forms display as individual summary cards with the following details and controls:

  • Form Title & Subheading: Displays the internal form name (e.g., Manual) and the public heading (e.g., Get in touch).

  • Card Action Menu (...): Context menu containing options to Edit Webform or Delete.

  • Field Counter Badge: Displays the total number of configured input fields (e.g., 3 fields).

  • Card Quick Actions:

    • Preview: Launches a modal showing the live public layout of the form.

    • Embed Code: Generates code snippets for website embedding.

Create Lead Capture Form Wizard

Screenshot 2026-09-09 124328.png

Clicking + Create Webform (or selecting Edit Webform) opens the multi-tab setup modal:

1. General Tab

  • Internal Form Name *: Required text field for internal workspace identification (e.g., Manual).

  • Public Heading *: Required text field for the main title displayed to website visitors (e.g., Get in touch).

  • Form Description (Optional): Multi-line text field for visitor instructions (e.g., Fill out the form and we will reach out within 24 hours.).

2. Fields Tab

  • Active Form Fields: Managed list of fields currently enabled on the form (e.g., First Name, Last Name, Email).

  • Available Contact Fields: System fields that can be individually toggled on or off:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Address

    • Job Title

    • Message

3. Style Tab

  • Background Color: Color picker to set the main container background.

  • Text Color: Color picker to set the typography shade.

  • Submit Button Text: Custom text field for the call-to-action button (e.g., Submit, Send Message).

  • Button Background Color: Color picker to set the primary button color.

  • Button Text Color: Color picker to adjust text contrast inside the submit button.

4. Tags & Assignment Tab

  • Automatic Lead Processing: Automatically assigns tags and team owners upon submission.

  • Associate Contact Tags: Multi-select choices using active global tags (Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, Investor, VIP).

  • Create Tag Action: Inline shortcut button to create a new category tag directly from this tab.

  • Default Lead Owner: Dropdown selector to automatically assign newly captured leads to a designated team member.

Wizard Modal Actions

  • Cancel: Discards changes and exits the modal.

  • Create Webform / Save Changes: Saves the setup and generates/updates the lead capture form.

BuildRunKit CRM: CRM Settings - Custom Fields Tab

59cd4a46-7ffb-4539-9e84-59a70da46f0c.png

Location & Header

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Custom Fields

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

  • Active Tab: Custom Fields

Custom Fields Management Section

  • Section Header: Custom Fields

  • Section Description: "Define custom attributes for contacts and deals."

  • Header Actions:

    • + Add Custom Field: Primary button to open the field creation modal.

  • Module Scope Switches:

    • Contact (Count): Switch to view and manage attributes applied to client contact records (e.g., Contact (1)).

    • Deal (Count): Switch to view and manage attributes applied to sales opportunities (e.g., Deal (0)).

  • Search Field: Text input (Search...) to quickly filter created fields by label.

Custom Fields Data Table

  • Label: Display title of the field (e.g., Manual).

  • Type: Input format assigned to the field (e.g., Input).

  • Order: Up/Down arrow buttons (↑ ↓) to reorder field positioning on record forms.

  • Actions:

    • Pencil Icon: Edits existing field label, placeholder, or options.

    • Trash Bin Icon: Deletes the custom field attribute.

Add / Edit Custom Field Modal

Screenshot 2026-09-09 125022.png

Clicking + Add Custom Field opens a modal to configure tailored data fields:

  • Modal Header: Add Custom Field

  • Modal Description: "Create a custom field including types, input kind, and select a form."

  • Applies To *: Dropdown selector to choose the target record type (Contact or Deal).

  • Field Type *: Dropdown selector to define input behavior:

    • Text Input

    • Long Text

    • Number

    • Date Picker

    • Dropdown Select

    • Checkbox

    • Switch

    • Radio Group

    • Color

  • Field Label *: Required text field for the visible field title (e.g., Target Demographic).

  • Placeholder: Text field for prompt text inside empty inputs (e.g., Enter target demographic...).

  • Modal Actions:

    • Cancel: Discards changes and closes modal.

    • Save: Stores and deploys the custom field across selected records.

BuildRunKit CRM: CRM Settings - Import / Export Tab

4ef45013-c458-4a59-83b1-ba4b50f16664.png

Location & Header

  • Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Import / Export

  • Page Heading: CRM Settings

  • Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

  • Active Tab: Import / Export

CRM Import & Export Dashboard

The dashboard provides side-by-side modules for exporting system backups and importing bulk data:

  • Export CRM Data Panel:

    • Description: "Choose what to export. You can select multiple types and optionally filter by a tag. Files are packaged as a ZIP archive."

    • Select All / Deselect All Toggle: Master checkbox to select or deselect all record categories.

    • Export Categories Checkboxes: Selectable data sets (Contacts, Deals, Pipeline Stages, Tasks, Activities).

    • Filter by Tag Checkbox: Optional toggle to scope exports to specific contact tags.

    • Download Data Button: Primary action button to generate and export the compressed ZIP archive.

  • Import Data Panel:

    • Description: "Import contacts, deals, tasks, activities, and notes from CSV files."

    • Upload Files Button: Primary action button to open the step-by-step Import Assistant modal.

Import Assistant Wizard

Screenshot 2026-09-09 130026.png

Clicking Upload Files launches the 4-step guided import tool:

Progress Indicator Steps

  1. CONTACTS (Currently Active)

  2. SYNC IDS

  3. DEALS

  4. TASKS

Step 1: Bring in your People Panel

  • Heading & Subtext: "Step 1: Bring in your People — Contacts are the heart of Goldilocks CRM. Import them first so we can link everything else to them."

  • Download Templates Button: Downloads pre-formatted CSV template files to ensure correct column matching.

  • File Drag & Drop Zone: Target area supporting file uploads up to 5MB per file (.csv files only).

  • Upload CSV Button: Primary button to select and process local .csv files.

Contacts Template Columns Reference Sidebar A reference guide detailing exact column mapping requirements:

  • Notice Callout: "Make sure your column headers match the spelling below exactly. Fields marked as Required cannot be empty."

  • Field Schema List:

    • first_name (REQUIRED): Contact first name | Type: Text | Example: John

    • last_name (REQUIRED): Contact last name | Type: Text | Example: Doe

    • email (REQUIRED): Primary contact email address | Type: Email | Example: [email protected]

    • phone (OPTIONAL): Phone number | Type: Text | Example: +1-555-0199

  • Documentation Access: "Need help? Check the Import Documentation or contact support."

No comments to display

Back to top