General Contact manager configuration

These settings affects the entire workspace you have in Witei. Please follow these steps to access these settings:

You will be able to select a user as Coordinator. This feature is optional, you can include it in your office or not. The user named as coordinator will receive all the requests and will have to reassign them to the rest of the users.

You can activate it by following these steps:

- 1. Configuration > Contact manager > General > Coordinator.

If you don't want to assign a "Coordinator", you can choose a "Delegate User " to whom the contacts created in the CRM will be assigned. If you don't choose any of these, Witei will assign these contacts to the oldest Administrator user.
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You can activate it by following these steps:

- 1. Configuration > Contact manager > General > Delegate User

Important: If a user is selected as the "Coordinator," the "Delegate" field must be left blank. Both elections cannot be held simultaneously.
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You can select a funnel in Witei where all new contacts will enter this stage without having to select it manually.

In order to select a default funnel follow the steps below:

1. In the side menu > Settings > Contact manager > General

2. Access the Default Pipeline Stage drop-down menu.

3. Select the Funnel and the Stage that you want to be the default pipeline stage.

With Witei you can configure whether or not you want to save contacts with the same email or phone number in your CRM.

If you want to be able to duplicate the contact files with the same data, you should access to:

If Witei detects that the contact already exists, based on their email or phone number, it will tell you with a message indicating the following:

Once you have entered all the data, you must save and you will have automatically generated their file.