Configure how the Desert Wolf CRM works behind the scenes — from notifications and lead handling to content defaults, estimate behavior, document organization, and future team access.
Control the base status flow used for new leads, follow-ups, and quote-ready opportunities.
Define how project stages are labeled and when jobs move from planning to active to completed.
Set draft, sent, approved, rejected, and converted behavior for proposal tracking.
Turn on internal notifications whenever a fresh website lead or project submission comes in.
Flag important estimate changes so nothing sits too long without a response.
Keep task and appointment reminders visible for site visits, deadlines, and follow-ups.
Set preferred tone, length, CTA style, and SEO direction for article generation.
Standardize how new posts are titled, described, categorized, and prepared for publishing.
Choose whether new content lands as draft, review-ready, or live by default.
Organize uploads by client, project, estimate, permit, inspection, or internal operations.
Keep naming, tags, file notes, and associations consistent across all uploaded records.
Prepare long-term organization rules for jobs, closeout packages, and archived records.
Full access to leads, projects, clients, estimates, calendar, content, and settings.
Manage jobs, schedules, documents, and active project workflows without changing core system settings.
Handle leads, estimates, follow-ups, client records, and quote pipeline activity.
Create, edit, review, and publish website articles and marketing content.
Make operational changes persist across sessions and devices.
Restrict views and actions based on who is logged in.
Trigger alerts from incoming leads, estimate changes, and project events.
Set review states, publishing permissions, and article lifecycle rules.
