Limits and defaults
What a new workspace starts with, and the limits CRM enforces.
What a new workspace starts with, the defaults on new records, and the limits CRM enforces. CRM has no workspace modes or feature switches.
A new workspace
| Setting | Starts as | Effect |
|---|---|---|
| Sales processes | None | No deal can be opened. |
| Loss reasons | None | A deal can be lost without a reason. |
| Consent purposes | None | Any wording is accepted. |
| Retention months | Empty | No keep-until date is worked out. |
| Commercial settings | Empty | No quote can be created. |
| Catalogue, lead sources, custom fields | Empty | Free quote lines only; no source to pick; no custom fields. |
| Next quote number, next order number | 1 | Can be moved forward only. |
New records
| Record | Default |
|---|---|
| Company | Lifecycle Prospect; currency empty (workspace billing default). |
| Lead | Status New; score blank counts as 0. |
| Catalogue item | Billed Monthly. |
| Quote | Valid until today plus the validity days; terms from Commercial settings; binding 0 months; notice 3 months; renews by 12 months at a time; invoiced monthly; adjusted every January by the net price index. |
| Order | Awaiting delivery. |
| Task | Assigned to Me. |
List defaults
Leads show Open; Contacts show Contacts; Tasks show Mine; Quotes and Orders show All; the Deals panel shows All outcomes. Archived and retired records are hidden everywhere until you ask for them.
Limits
- Import: 1,000 rows per file.
- Quote: 100 lines; discount 0 to 100 percent with two decimals.
- Commercial settings: VAT rate 0 to 100; payment terms 0 to 365 days; validity 1 to 365 days.
- Document numbers: up to 999,999,999.
- Retention: 1 to 600 months.
- Step likelihood and lead score: whole numbers 0 to 100.
- Activity duration: 1 minute to a full day.
- Item number: at most 25 characters.
- Task title: 200 characters; task notes: 4,000 characters.
- The task form offers the first 200 people in the workspace.
Timing
- Accepted quotes become orders in the background, about every 30 seconds.
- A role change shows in the sidebar when your sign-in refreshes, up to about an hour.