Configuration

Complete configuration in a deliberate sequence: general settings, branding, mail/channels, security, sessions, CRM defaults, integrations, and demo safety.

General Settings

Set the application name, URL, timezone, date format, currency, fiscal behavior, and sender identity. These values appear in dashboard cards, PDFs, emails, portal screens, and package evidence.

Marketplace crm dashboard light screenshot — Use the dashboard after configuration to confirm branding and operational cards render correctly.

Branding

Upload light/dark logos, favicon, app icon, portal colors, login imagery, and white-label values. Confirm both staff and portal themes before screenshots.

Mail And Channels

Configure SMTP, notification channels, Twilio/SMS/WhatsApp settings, and support mailbox simulation or live import mode. Keep live mailbox imports disabled until credentials and queue processing are ready.

Security

Review password policy, lockouts, OTP/TOTP behavior, upload scanning, CSP mode, demo mode, session retention, and admin MFA expectations.

CRM Baseline

Confirm default pipeline stages, products, taxes, quote templates, portal visibility, sample data policy, and report schedules. Use demo seed only on staging or demo installations.