BuildRunKit CRM: Settings Dashboard Overview

UserBuildRunKit Profile &CRM: Settings Dashboard Overview

TheTop SettingsHeader area allows you to manage your personal information, account security, and how the interface appears to you.Navigation

Managing Personal Information

Under the User Settings tab, you can view and update your primary account details:

Navigation

Account Security

You can manage your account access and protection through the Security menu:Sidebar

Interface Preferences

You can customize the look of your workspace through the Appearance menubutton to match your working environment.

Theme Selection Adjust the visual style of the application:

Workspace Management

The Workspace settings allow you to control the environments you belong to, manage your team, and update workspace identities.

All Workspaces

This tab provides an overview of every workspace your account is currently associated with.Links:

• Status & Plans: You can see the name of each workspace and its current subscription plan (e.g., "Custom" or "Enterprise").Profile

• LeavingTeam a& Workspace:Workspace

  By

clicking the

Modules three& dotsFeatures

(actions menu) next

Billing to& aPlan

workspace, you can

Personal selectBrand

Exit to remove yourself from that environment.

Notifications

Edit Workspace

ThisModule isSettings where you manage the primary identity of your current business environment.Links:

• ChangingCRM the(Currently Name: Use the Edit Workspace section to update the display name of the workspace.Active)

• SaveProjects

  Changes:

Ensure you

Invoice

click the brown Save Changes button after renaming to apply the update across the suite.

Preferences

Manage

Workspace Members

ControlBottom whoSidebar has access to your workspace in this section.Links:

• Member List: View all users, their email addresses, and their assigned roles (e.g., Owner).Feedback

• InviteUser Members: Click the + Invite member button at the top right to add a new person to the team via email.Manual

• Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.

SubscriptionHelp & Billing

The Subscription area is your hub for managing plan access, tracking workspace limits, and handling payments.

Subscription Overview

This tab provides a high-level view of your current standing:

Active Plan: Displays the name of your current plan (e.g., "Custom").

Cost Details: Shows the recurring price and billing frequency (e.g., "$0.00 / Monthly").

Usage Trackers: Three progress bars track your real-time usage for Invoices, Customers, and Items against your plan’s total capacity.

Management Buttons: * Change Plan: Opens the tier selection menu.

Cancel Subscription: Initiates the process to stop recurring payments.Support

Changing

CRM YourSettings PlanHeader

&

ClickingLocation Change Plan reveals the available subscription tiers:Tracking

• BillingBreadcrumb Toggle:Trail A(Traction switchNavigation atPath): Settings > CRM > Deals — Tracks location within the topsettings to toggle between Monthlyhierarchy and Yearlyprovides pricing.click-back navigation paths.

• PlanPage Tiers:Heading: ChooseCRM between Free, Plus, and Pro.Settings

• TierSub-description: Limits:"Configure Eachdeals, columntags, detailssales thepipelines, specificforms, limitscustom for Invoices, Customers, Items,fields, and Workspacedata Members.management."

CRM Settings Navigation Tabs

Deals (Active Tab)

Action:Tags

Click

Pipeline

Webform

Custom Fields

Import / Export

Deals Tab Configuration Controls

Section Title: Deal Naming Customization

Section Subtext: "Tailor the brownterminology Chooseto Planmatch 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 underpreview your(Deals).

desired tier

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).

Footer & Floating Actions

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

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

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

Add-onsBuildRunKit CRM: CRM Settings - Tags Tab

TheLocation Add-ons& tab allows for modular upgrades without changing your full plan:Header

• AvailableBreadcrumb Features:Trail You(Traction canNavigation purchasePath): extraSettings Invoices,> Customers,CRM Items,> or Workspace Members.Tags

• Pricing:Page EachHeading: add-onCRM lists its specific monthly cost.Settings

• Action:Sub-description: Click"Configure thedeals, browntags, Buysales buttonpipelines, nextforms, tocustom thefields, relevantand featuredata tomanagement."

  initiate

the purchase.

Active Tab: Tags

Checkout

Contact ProcessTag

Management

The Checkout page is the final step for any plan change or add-on purchase:Section

• BackSection toHeader: subscription:Contact ATag link at the top left to return without purchasing.Management

• PaymentSection Method:Description: Confirms"Create theand cardmanage ontags fileto thatcategorize willyour becontacts. chargedUse for'Restore theDefaults' transaction.to add standard business tags."

• OrderHeader Summary:Actions:

  Displays
  the
• Subtotal,

  Restore Tax,Defaults: andButton theto finalreset Totalor Amountpopulate Due.default system tags.

• Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits.

Tags Settings

The Settings area includes a dedicated section for managing your contact categorization through the Tags menu. This allows you to label and organize your contacts based on their relationship to your business.

Contact Tag Management

In the Tags tab, you can create and manage a variety of labels to categorize your contacts effectively:

Existing Tags: View your current list of tags, such as Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, and Investor.

Toggle Status: Use the toggle switch next to each tag to quickly enable or disable it within your workspace.

Edit Tag: Click the pencil icon to rename a tag or change its associated color for better visual organization.

Delete Tag: Click the trash can icon to permanently remove a tag from your system.

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Customizing Your Tags

You can further tailor your labeling system using the management buttons at the top right of the list:

Add Tag: Click the brown + Add Tag: Primary button to create a brand-new contact category specifictag.

to your workflow.

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

Hot Lead (Red Dot)

RestoreCold Defaults:Lead Use(Light thisBlue buttonDot)

to automatically add

Customer a(Green standardDot)

set of business

Prospect tags(Orange toDot)

your workspace if

Partner you(Purple needDot)

a quick starting

Vendor point.(Dark Navy Dot)

Lead (Red Dot)

Investor (Medium Blue Dot)

VIP (Bright Blue Dot)

Pipeline

Row SettingsAction

Icons

The(Right Pipeline section in Settings allows you to customize the stages of your sales process to match your specific workflow.

Managing Pipeline Stages

In the Pipeline Stages tab, you can define the progression of your deals from initial contact to completion:Side)

• CurrentActive Stages:Toggle ViewSwitch: yourEnables activeor pipelinedisables stages,the suchtag asfor Newcontact Lead,categorization Discovery,across Proposal,the Negotiation, Closed Won, and Closed Lost.CRM.

• ReorderPencil Stages:Icon: UseEdits the drag-and-droptag handlename (sixor dots)assigned oncolor badge.

Trash Bin Icon: Deletes the lefttag ofentry eachfrom the system.

BuildRunKit CRM: CRM Settings - Pipeline Tab

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 change the order of your sales process.

StageConfigured Colors:Stages & Controls Each stage isrow associatedincludes withdrag-and-drop ahandles, specificsequence colornumbering, fortext easycustomization, visualstatus identificationcolors, indeal thecounters, mainand Pipelinedelete view.actions:

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

DealStage 2: Discovery (Purple Circle Dot | Deals Count: Monitor0)

how many active

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 are currently assignedsitting toin each specificthat stage.

DeleteTrash Stage:Bin ClickIcon: Removes the trash can icon to remove aselected stage that is no longer needed in your process.row.

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Footer

Customizing Your Workflow

You can modify the structure of your sales pipeline using the primary management tools:Actions

• AddSave Stage:Pipeline: ClickPrimary the brown + Add Stageaction button at the top right to create a new step in your sales cycle.

Restore Defaults: Use this button to reset your pipeline to a standard set of business stages.

Save Pipeline: Once you have finished making adjustments, click the brown Save Pipeline buttonlocated at the bottom right to apply yourall changes.pipeline structural changes across the CRM.

BuildRunKit CRM: CRM Settings - Webform

 Tab

TheLocation & Header

Lead Capture Webforms Section

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

Create WhenLead buildingCapture aForm form, you can customize the information gathered, automate contact settings, and define the visual style to match your brand:Wizard

Basic Information

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

1. General Tab

Contact2. DefaultsFields & AutomationTab

3. Style Tab

4. Tags & Assignment Tab

Wizard Modal Actions

BuildRunKit CRM: CRM Settings - Custom Fields Tab

Location & Header

Custom Fields Management Section

Custom Fields Data Table

Add / Edit Custom Field Modal

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

BuildRunKit CRM: CRM Settings - Import / Export Tab

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 appendedpackaged withoutas deletinga anyZIP ofarchive."

their existing

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.

FormImport FieldsAssistant Wizard

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

Progress Indicator Steps

CONTACTS (Currently Active)

SYNC IDS

DEALS

TASKS

Step 1: Bring in your People Panel

• FieldHeading Addition:& UseSubtext: "Step 1: Bring in your People — Contacts are the Add field dropdown menu at the top rightheart of theGoldilocks sectionCRM. Import them first so we can link everything else to introduce new data points.them."

• StandardDownload Fields:Templates ArrangeButton: andDownloads configurepre-formatted coreCSV contacttemplate fields,files includingto Firstensure Name,correct Lastcolumn Name, and Email Address.matching.

• FieldFile LabelsDrag & Placeholders:Drop CustomizeZone: theTarget visiblearea labelsupporting textfile anduploads theup temporaryto placeholder5MB hintper inside the boxfile (e.g.,.csv "[email protected]")files only).

• Requirements:Upload ToggleCSV theButton: RequiredPrimary field switchbutton to determineselect ifand aprocess fieldlocal must.csv be completed before submission. Mandatory fields display a red Required badge.

Removal: Click the trash can icon on any field block to delete it from the form layout.files.

StylingContacts &Template SubmissionColumns DetailsReference Sidebar A reference guide detailing exact column mapping requirements:

• BackgroundNotice Color:Callout: Define"Make sure your column headers match the primaryspelling blockbelow colorexactly. usingFields hexmarked codesas (e.g.,Required #ffffff).cannot be empty."

• Field Schema List:

• first_name (REQUIRED): Contact first name | Type: Text Color:| SetExample: the visual hex code for standard form labeling (e.g., #333333).John

• Button Text: Customize the text displayed inside the submission buttonlast_name (e.g.,REQUIRED): "Submit").Contact last name | Type: Text | Example: Doe

• Button Background: Select a hex code to brand the main button elementemail (e.g.,REQUIRED): #3b82f6).Primary contact email address | Type: Email | Example: [email protected]

• Buttonphone (OPTIONAL): Phone number | Type: Text Color:| SpecifyExample: the hex value for the text inside the submission button (e.g., #ffffff) to ensure proper visual contrast.

Live Preview: Review the interactive button component at the bottom of the panel to verify color combinations before deploying.

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Finalizing Your Form

Cancel: Click Cancel to discard changes and close the form builder.

Create Webform: Click the brown Create Webform button to save your settings and activate the form.+1-555-0199

Custom

Footer Fields

The Custom Fields section in Settings allows you to define unique attributes for your records, ensuring you can capture specific data points that are important to your business but not included in the standard fields.

Managing Custom Fields

In the main Custom Fields tab, you can oversee all specialized data points you have created for your workspace:Link

• AddDocumentation CustomAccess: Field:"Need Clickhelp? Check the brownImport +Documentation Addor Customcontact Field button at the top right to define a new attribute.

Field Overview: This area displays a list of all current custom fields. If none have been created yet, the screen will show a support."No custom fields defined yet" message.

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Adding a Custom Field

When you create a new field, you can specify exactly how it functions and where it appears:

Applies To: Use the dropdown menu to select whether the new field should be attached to a Contact or a Deal.

Field Label: Enter the name of the field as you want it to appear in the interface (e.g., "Target Demographic").

Placeholder: Customize the hint text that appears inside the input box to guide data entry (e.g., "e.g., Enter target demographic...").

Save: Click the brown Save button to finalize the field and add it to your records.

Import & Export

The Import/Export section allows you to migrate data into your workspace or download your current records for external use.

Data Import Process

To ensure your data is formatted correctly before uploading, you can use the built-in templates provided by the CRM:

Importing Tasks

When you reach the Tasks portion of the tool, you have two final choices:

Data Export

The export tool allows you to create portable backups of your information: