In CRM and Scoring Settings under Organization settings, you can set up your CRM Integration (CRMi) database and manage your CRMi. You can also enable your Lead Management database.
Within CRM and scoring settings, you can manage:
- Field mappings
- Scoring Database - Select your organization's Scoring database. This database includes three Scoring model fields.
- Number of Score Models allowed - Lists the number of score models that are allowed for your organization.
To access these settings, take these steps.
- Go to Settings > Administration > Organization Settings > Go to CRM and Scoring Settings. Your CRM application is set by the Provisioning team.
- Choose the CRM Database.
- Click Manage CRM.