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Settings

The Settings section in mFluence CRM provides administrative tools for managing the foundational data your business relies on—specifically, Industries and Products. This ensures your CRM is fully aligned with the actual operations of your company.

Industries & Products Management

This dashboard allows you to view, edit, enable/disable, or delete existing industries and products as needed.

You can manage both categories independently based on how your services are structured.

Industries Dashboard

Add a New Industry

To add a new industry:

  1. Click the +Industry button at the top of the Industries section.
  2. Fill in the relevant details.
  3. Save to register the industry into the system.

Add New Industry

By keeping your industries and products updated in the Settings section, your CRM remains aligned with your actual business operations—enhancing reporting, segmentation, and workflow automation throughout the system.