Set up: your CRM

Start from blank, a basic CRM, a sector template or ours, and choose your fields.

How-toChecked 2026-10-10

The Set up your CRM card opens the CRM set-up, where you choose where to start: blank, a basic CRM, a sector template, or Adapt's own. You choose the fields.

Steps

  1. On the card press Set up your CRM.
  2. Pick a starting point and set your fields.
  3. The card turns Done and reads "Your CRM is set up from the ... template."

If the card says Not on this account

It reads "The CRM is not open on this address." The CRM is open only on some addresses and sign-ins.

The CRM is described in the CRM guides.