BuildRunKit CRM: Settings Dashboard Overview
BuildRunKit CRM: Settings Dashboard Overview
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Brand Logo: BuildRunKit logo in top-left corner.
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Workspace Selector: Dropdown showing current workspace (Bernadette.F's Workspace) with access tier badge (All Access).
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Top Right Actions: Notification bell icon and user profile dropdown menu (Bernadette.F).
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Back Control: <- Back to Dashboard button to exit settings.
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Account Settings Links:
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Profile
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Team & Workspace
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Modules & Features
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Billing & Plan
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Personal Brand
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Notifications
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Module Settings Links:
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CRM (Currently Active)
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Projects
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Invoice
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Preferences
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Bottom Sidebar Links:
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Feedback
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User Manual
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Help & Support
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CRM Settings Header & Location Tracking
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Deals (Active Tab)
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Tags
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Pipeline
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Webform
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Custom Fields
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Import / Export
Deals Tab Configuration Controls
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Section Title: Deal Naming Customization
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Section Subtext: "Tailor the terminology to match your industry (e.g., 'Case' for legal, 'Project' for consulting, 'Property' for real estate)."
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Quick Industry Presets:
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Deal (Sales & SaaS) — Selected
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Case (Legal & Law)
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Project (Consulting & Agencies)
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Opportunity (B2B & Partnerships)
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Property (Real Estate)
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Contract (Professional Services)
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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
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Preview Tab Badge: Shows top right button preview (
Deals). -
Total Deals Metric Card: Preview showing
24with dollar icon. -
Action Button Preview: Shows blue + Add Deal primary button.
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Pipeline Stage Preview: Shows stage badge with status dot (
Deal In Progress).
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Save Changes: Primary action button in the bottom right of the panel to apply configuration.
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Floating Action Button: Blue
+button in bottom-right corner. -
Support Widget: AI assistant icon in bottom-right corner.
BuildRunKit CRM: CRM Settings - Tags Tab
Location & Header
Contact Tag Management Section
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Section Header: Contact Tag Management
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Section Description: "Create and manage tags to categorize your contacts. Use 'Restore Defaults' to add standard business tags."
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Header Actions:
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Restore Defaults: Button to reset or populate default system tags.
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+ Add Tag: Primary button to create a new contact category tag.
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Default Tag List & Row Controls Each tag item displays a custom color badge, label name, and individual management toggles/actions:
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Hot Lead (Red Dot)
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Cold Lead (Light Blue Dot)
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Customer (Green Dot)
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Prospect (Orange Dot)
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Partner (Purple Dot)
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Vendor (Dark Navy Dot)
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Lead (Red Dot)
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Investor (Medium Blue Dot)
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VIP (Bright Blue Dot)
Row Action Icons (Right Side)
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Active Toggle Switch: Enables or disables the tag for contact categorization across the CRM.
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Pencil Icon: Edits the tag name or assigned color badge.
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Trash Bin Icon: Deletes the tag entry from the system.
BuildRunKit CRM: CRM Settings - Pipeline Tab
Location & Header
Pipeline Stages Section
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Section Header: Pipeline Stages
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Section Description: "Customize your sales pipeline stages. Drag to reorder."
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Header Actions:
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Restore Defaults: Button to reset stage order, names, and color coding to default presets.
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+ Add Stage: Primary button to append a new stage to the sales process.
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Configured Stages & Controls Each stage row includes drag-and-drop handles, sequence numbering, text customization, status colors, deal counters, and delete actions:
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Stage 1: New Lead (Blue Circle Dot | Deals Count: 0)
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Stage 2: Discovery (Purple Circle Dot | Deals Count: 0)
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Stage 3: Proposal (Orange Circle Dot | Deals Count: 0)
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Stage 4: Negotiation (Red Circle Dot | Deals Count: 0)
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Stage 5: Closed Won (Green Circle Dot | Deals Count: 0)
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Stage 6: Closed Lost (Grey Circle Dot | Deals Count: 0)
Row Control Elements
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Drag Handle (
::): Reorders the stage position in the Kanban sequence. -
Sequence Badge: Displays the numerical step order (1 through 6).
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Stage Name Field: Editable text box to update stage titles.
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Color Picker Circle: Assigns custom badge colors for Kanban board identification.
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Deals Counter: Tracks the number of open deals currently sitting in that stage.
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Trash Bin Icon: Removes the selected stage row.
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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
Location & Header
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Breadcrumb Trail (Traction Navigation Path):
Settings > CRM > Webform -
Page Heading: CRM Settings
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Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."
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Active Tab: Webform
Lead Capture Webforms Section
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Section Header: Lead Capture Webforms
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Section Description: "Create and manage embeddable forms to capture leads directly into your CRM."
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Header Actions:
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+ Create Webform: Primary button to open the webform creation wizard.
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Configured Webform Cards Saved lead capture forms display as individual summary cards with the following details and controls:
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Form Title & Subheading: Displays the internal form name (e.g., Manual) and the public heading (e.g., Get in touch).
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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:
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Preview: Launches a modal showing the live public layout of the form.
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Embed Code: Generates code snippets for website embedding.
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Create Lead Capture Form Wizard
Clicking + Create Webform (or selecting Edit Webform) opens the multi-tab setup modal:
1. General Tab
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Internal Form Name *: Required text field for internal workspace identification (e.g., Manual).
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Public Heading *: Required text field for the main title displayed to website visitors (e.g., Get in touch).
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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
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Active Form Fields: Managed list of fields currently enabled on the form (e.g., First Name, Last Name, Email).
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Available Contact Fields: System fields that can be individually toggled on or off:
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First Name
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Last Name
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Email Address
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Phone Number
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Company
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Address
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Job Title
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Message
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3. Style Tab
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Background Color: Color picker to set the main container background.
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Text Color: Color picker to set the typography shade.
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Submit Button Text: Custom text field for the call-to-action button (e.g., Submit, Send Message).
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Button Background Color: Color picker to set the primary button color.
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Button Text Color: Color picker to adjust text contrast inside the submit button.
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Automatic Lead Processing: Automatically assigns tags and team owners upon submission.
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Associate Contact Tags: Multi-select choices using active global tags (Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, Investor, VIP).
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Create Tag Action: Inline shortcut button to create a new category tag directly from this tab.
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Default Lead Owner: Dropdown selector to automatically assign newly captured leads to a designated team member.
Wizard Modal Actions
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Cancel: Discards changes and exits the modal.
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Create Webform / Save Changes: Saves the setup and generates/updates the lead capture form.
BuildRunKit CRM: CRM Settings - Custom Fields Tab
Location & Header
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Breadcrumb Trail (Traction Navigation Path):
Settings > CRM > Custom Fields -
Page Heading: CRM Settings
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Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."
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Active Tab: Custom Fields
Custom Fields Management Section
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Section Header: Custom Fields
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Section Description: "Define custom attributes for contacts and deals."
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Header Actions:
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+ Add Custom Field: Primary button to open the field creation modal.
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Module Scope Switches:
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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)).
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Search Field: Text input (
Search...) to quickly filter created fields by label.
Custom Fields Data Table
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Label: Display title of the field (e.g., Manual).
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Type: Input format assigned to the field (e.g., Input).
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Order: Up/Down arrow buttons (
↑↓) to reorder field positioning on record forms. -
Actions:
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Pencil Icon: Edits existing field label, placeholder, or options.
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Trash Bin Icon: Deletes the custom field attribute.
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Add / Edit Custom Field Modal
Clicking + Add Custom Field opens a modal to configure tailored data fields:
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Modal Header: Add Custom Field
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Modal Description: "Create a custom field including types, input kind, and select a form."
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Applies To *: Dropdown selector to choose the target record type (Contact or Deal).
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Field Type *: Dropdown selector to define input behavior:
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Text Input
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Long Text
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Number
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Date Picker
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Dropdown Select
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Checkbox
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Switch
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Radio Group
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Color
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Field Label *: Required text field for the visible field title (e.g., Target Demographic).
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Placeholder: Text field for prompt text inside empty inputs (e.g., Enter target demographic...).
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Modal Actions:
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Cancel: Discards changes and closes modal.
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Save: Stores and deploys the custom field across selected records.
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BuildRunKit CRM: CRM Settings - Import / Export Tab
Location & Header
CRM Import & Export Dashboard
The dashboard provides side-by-side modules for exporting system backups and importing bulk data:
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Export CRM Data Panel:
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Description: "Choose what to export. You can select multiple types and optionally filter by a tag. Files are packaged as a ZIP archive."
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Select All / Deselect All Toggle: Master checkbox to select or deselect all record categories.
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Export Categories Checkboxes: Selectable data sets (Contacts, Deals, Pipeline Stages, Tasks, Activities).
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Filter by Tag Checkbox: Optional toggle to scope exports to specific contact tags.
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Download Data Button: Primary action button to generate and export the compressed ZIP archive.
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Import Data Panel:
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Description: "Import contacts, deals, tasks, activities, and notes from CSV files."
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Upload Files Button: Primary action button to open the step-by-step Import Assistant modal.
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Import Assistant Wizard
Clicking Upload Files launches the 4-step guided import tool:
Progress Indicator Steps
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CONTACTS (Currently Active)
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SYNC IDS
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DEALS
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TASKS
Step 1: Bring in your People Panel
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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."
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Download Templates Button: Downloads pre-formatted CSV template files to ensure correct column matching.
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File Drag & Drop Zone: Target area supporting file uploads up to 5MB per file (
.csvfiles only). -
Upload CSV Button: Primary button to select and process local
.csvfiles.
Contacts Template Columns Reference Sidebar A reference guide detailing exact column mapping requirements:
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Notice Callout: "Make sure your column headers match the spelling below exactly. Fields marked as Required cannot be empty."
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Field Schema List:
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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: john.doe@example.com -
phone(OPTIONAL): Phone number | Type: Text | Example: +1-555-0199
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Documentation Access: "Need help? Check the Import Documentation or contact support."