Overview
Initial setup covers company defaults, currency, pipeline stages, and other options exposed under Settings in the CRM app and related screens.
Where to configure
Open Auto Form CRM from wp-admin, then in the app sidebar choose Settings (#/settings). Meeting-specific options also appear under Meeting types (#/settings/meeting-types).
General and pipeline
Set currency (passed to the app as autoFormCrmData.currency), locale string, and pipeline defaults so new deals align with your sales process. Pipeline stages power the deal board columns and workflow triggers such as Deal stage changed.
WooCommerce: When WooCommerce is active and the integration is turned on, the eCommerce area (#/ecommerce) appears for eligible users.
Email and integrations
Transactional and campaign email rely on configuration under Email delivery settings and OAuth connections under Connected services.
Related: Settings & appearance, Importing contacts.