# Administer CRM

> [HTML Version](crm-settings.html)

In the **Administration** workspace, you can configure settings on separate pages to ensure that CRM features work correctly:



1. **CRM**:

	- **Types** **of CRM Tasks**. [Create custom CRM task type](create-custom-crm-task.md).

	- **Nurturing stages**. Edit stage names, add new levels to display in the **Nurturing stages** widget, and select the activities used for calculation, etc. For more details, see the [Assign nurturing stages](assign-nurturing-stage.md#change-stage) article.

	- **Activity log**. Adjust the list of actions recorded in the **Activity Log** widget, add custom activity types, and set the data retention period. For more information, see the [Activity log settings](configure-activity-log.md) article.

	- **Most recent activity**. Enable the **Take into account changes made by the script on behalf of the user** option to record the dates of comments and notifications created in the [leads](lead_page.md#last-activity) and [deals](360012596920.md) associated activity on behalf of the user during the execution of the script or business process in the [Most recent activity](last-activity.md) widget.

2. **Incoming Payments**:

	- **Currency and Period Settings**. Select a currency to set by default when creating an incoming payment or invoice, as well as a period for planning sales goals. For more details, see [Set the currency and period](transactions-settings.md).

3. **Email**:

	- **Configure linking emails**. Specify the app whose items will be available to employees for linking emails. For more information, see the [Configure linking emails with app items](email-link-settings.md) article.

	- **Configure services**. Specify the services available to users when connecting an email address in the Email workspace. For more information, see the [Configure the list of available email services](corporate-email.md) article.

4. **Telephony**:

	- **Call settings**. Configure the parameters of the [call page](call-card.md) and [call summary page](call-summary-card.md), which employees can use to process calls.

5. **Marketing settings**.** **Set rules for determining for mailings subscribers.

6. **Additional access to edit email templates**. Set user permissions for configuring email templates.

For more details, see the [Configure the Marketing workspace](marketing-settings.md) article.