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Settings
Manage dropdown options for your sales activities
Average Deal Size
Used to calculate Pipeline Value on the dashboard. Set this to your typical contract value.
$250,000
Pipeline Stage Weights
Percentage of the average deal size applied to each funnel stage when calculating weighted pipeline value.
Contacted
1%
Responded
10%
Meeting Scheduled
30%
Contract Awarded
100%
Lead Sources
Where your leads come from. These appear in the Source dropdown when adding activities.
Marketing Systems
The systems used to reach leads. These appear in the System dropdown when adding activities.