Object settings

Configure how CRM objects are structured and behave. These settings affect their records, but they are managed at the object level rather than from an individual record.

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• Create properties →
• Configure stages →
• Configure scoring →

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All Object settings articles

• Create and edit properties →
• Create a scoring and apply it to contacts →
• Create and customize lifecycle stages →
• Customize records →
• Set validation rules for a property →
• Create sync properties that copy data across associated records →