# CRM directories

> [HTML Version](crm_objects.html)

The **Directories** store the data used in the **CRM** workspace. For better usability, the data is presented as lists and tables. Each user can change the way items are displayed using the **(layout-icon.png) **button at the top of the page. As **Directories** are [apps](360006963072.md), standard settings are available for them: [set up business processes](360012265552.md) and [custom forms](360028941032.md), [restrict access](360007527512.md) to data, [add action buttons](360019229331.md), etc. To open the settings menu, click the gear icon next to the corresponding directory’s name.

The **CRM** workspace includes two types of directories:

- Directories for users. Contain supporting data for sales management, such as company products, lead sources, etc.

- **Sales Teams** service directory. Configured by the system administrator to assign employees responsible for sales.

Let's see these directories work.

## CRM directories for users

Directory entries are available for BRIX users who have been granted [permission to create items](360007527512.md#assign). They can go to the **CRM > Directories** workspace and fill out the following service apps:

- **Products**. Allows you to create a list of products provided by your company. Products are linked to the [Leads](leads.md) app. When adding a lead, you can specify the product the potential customer is interested in.  
  
Instead of the **Products** directory, you can use the [Product Catalog](product-catalog.md) workspace, which allows you to create both simple and configurable products.

- **Industries** and **Company size**. Allows you to manage your counterparties. Using these apps, you can track what kinds of companies are more interested in your products. The **Industries** and **Company size** apps are linked with the [Companies](360012584980.md) app. When creating a new company, you can select the necessary entries from the linked apps.

- **Marketing activities**.** **Contains records of your company's marketing activities.** **On the page of a marketing activity, you can assign tasks to other employees and use the activity stream to discuss questions related to this activity.

- **Lead sources**. Contains information about where leads come from. These can be incoming calls, a web form on your website, an email newsletter, etc. Information in this app can help you to analyze which promotion channels your company uses are most effective.

### How a user can populate CRM directories

New items are added to directories in the same way. You can create them manually on the required directory page or on the page of the linked app item. The administrator can also add items automatically using the [BRIX Public API](https://api.brix365.com/en/public-api/reference/app/appitemcreate/) or import data from other company, e. g. a test environment.

The user can add a new item manually in several ways:

1. In the **CRM** workspace, select the directory you need and click the **+Item Name** button, for example, **+Industry**.  
**(directories-1.png)**

2. On the creation or editing page of an item of a bound app, click the **+Create** button or the **(add-item-button.png) **icon.  For example, when you create a [company](360012584980.md) you can also create an industry the company belongs to.  
**(directories-2.png)**

When you create a new item in  **Directories**,** **the only required field is **Name**. All other information can be specified later on the item’s page.

## Sales Teams directory



Unlike other directories, only [system administrators](360006871932.md#administrators) have access to the **Sales Teams** app.

This directory helps categorize sales employees, for example by company branches.



### How to populate the Sales Teams directory



The system administrator can add sales teams in one of the following ways:



1. **Adding records manually**.  
  
To do this, go to the **Sales Teams** directory page, click the **+ Sales Team** button in the upper right corner, and enter the data in the window that opens.  
  
After adding a sales team, a corresponding [user group](360007331871.md) is automatically created. A record of this is stored in the directory settings on the **Groups and Roles** page. The user group can be used:

- [To configure access permissions to CRM apps](360012770319.md).

- When creating individual and group sales goals in the **Incoming Payments** workspace.



The participants of a user group can be changed by editing the corresponding item in the **Sales Teams** directory.



2. **Importing records from another company**.  
  
This method is available starting with system version 2026.6 if sales teams are already configured in another company and need to be migrated to the current one.  
  
To migrate sales teams and their associated user groups:



1. Include the **Sales Teams** app in a custom solution and [export that solution](export-solution-file.md).

2. [Import the solution](upload-solution-file.md) with the **Sales Teams** app into the other company. In the new company, the items of the **Sales Teams** app will be added with the same IDs that were used for these items in the original company.

3. If you need to populate the imported items with values from the original company, additionally [export data](360009264480.md) of the **Sales Teams** app and [import](360009354059.md) it into the new company. When importing, disable the **Ignore event handler** option.