The Settings Module in Coonex allows administrators to configure every part of the system — from team access and currency preferences to lead categories, tasks, and workflow automation.
It is the backbone of your CRM customization, ensuring each department works with accurate data and consistent structure.
1. Overview #
The Settings area includes all system-level configurations such as:
Team Management and Roles
Permissions and Access Control
Currency Setup
Lead Sources and Statuses
Property and Finance Options
Task Settings (Status, Priority, Related To)
Document and Rotation Settings
Each change made here affects the entire account — so only Admin users should make modifications.
2. Team Members #
Create and manage your company users, assign roles, and control permissions.
Add a New Member #
Go to Settings → Team Members → Add New Member.
Fill in the required fields:
First Name*
Last Name*
Phone Number* (+971 or other country code)
Job Title*
Email & Password*
Role (select from available roles)
Click Save.
Tip: You can generate a secure password automatically using the “Generate” button.
3. Roles & Permissions #
Define how much access each user type has within the system.
Add a New Role #
Go to Settings → Roles & Permissions → Add New Role.
Enter a Role Name (e.g., Sales Agent, Project Manager, Marketing Admin).
Under each module (Leads, Projects, Properties, etc.), select the allowed actions:
Add
Edit
Delete
View
Set data visibility:
User Data Only — access limited to assigned records.
Team Members — view data for the entire team.
All Data — full system access.
Click Save.
4. Currency Settings #
Define which currencies your CRM will use for leads, projects, and reports.
How to Manage Currencies #
Go to Settings → Currencies.
Add or select from existing options such as:
AED
USD
SAR
EGP
QAR
Mark one currency as Default for all financial fields.
5. Lead Settings #
This section defines how leads are categorized and tracked across the CRM.
A. Lead Status #
Each lead passes through defined stages that reflect its position in the sales process.
Common statuses:
New Lead
Contacted
Appointment Scheduled
Negotiation
Offer Submitted
Contract Pending
Contract Signed
Closed – Converted
Closed – Not Converted
Lost Lead
Invalid Lead
Duplicate Lead
B. Lead Source #
Track where your leads are coming from for better marketing attribution.
Default sources include:
Call
Facebook
Google Ads
Snapchat
TikTok
WhatsApp
Direct Lead
C. Finance Options #
Used to classify how clients intend to finance their purchase.
Options:
Cash
Installments
D. Buy / Rent Preference #
Define the property intention of your lead.
Options:
Buy
Rent
Both
6. Task Settings #
Task configurations define how your team manages daily actions and follow-ups.
A. Task Status #
Represents the progress of any task in the system.
To Do
In Progress
Review
Done
B. Task Priority #
Defines task importance and urgency.
Minor
Major
Critical
Blocker
C. Task Related To #
Specifies which record type a task is linked to (for context and traceability).
Options:
Project
Client
Contract
Estimate
Expense
Invoice
Lead
Order
Subscription
Ticket
7. Document Settings #
Organize your internal file management categories under:
Agreement Templates
Company Documents
Forms
Marketing Materials
Permits
These categories appear automatically when uploading files in the Documents Module.
8. Roles in Properties & Rotations #
In some configurations, administrators can define property roles (e.g., Listing Agent, Project Admin) and rotation rules for automatic lead distribution between agents.
9. Property Residential Type #
Used to categorize residential listings in the system.
Examples:
Apartment
Villa
Townhouse
Duplex
Penthouse
You can add, edit, or delete property types as needed.
These appear automatically when adding new properties under CRM → Properties → Add New Property.
10. Property Commercial Type #
Defines commercial categories for projects or properties.
Default Options:
Land
Retail
Office
Industrial
Building
Each option is selectable from the property creation form, ensuring listings are properly tagged for filtering and reporting.
11. Payment Options #
Allows you to define accepted payment methods for property purchases.
Default Options:
Cash
Installments
Administrators can add additional options (e.g., Mortgage, Lease-to-Own) if required.
12. Construction Stage #
Indicates the development phase of a property or project.
This classification helps sales teams and clients identify the property’s readiness.
Default Options:
Off Plan
Under Construction
Unfinished
Completed
Tip:
Keeping these stages accurate ensures your sales and marketing data aligns with project timelines and client expectations.
13. Furnished Options #
Specifies the furnishing condition for each property.
Available Options:
Fully Furnished
Partially Furnished
Optionally Furnished
Unfurnished
Note:
This field also appears in property listings on your CMS website and influences filters in AI lead generation targeting.
14. Document Type Settings #
Defines how internal and external files are categorized within the CRM.
Default Categories:
Agreement Templates
Company Documents
Forms
Marketing Materials
Permits
Use Cases:
Upload contracts under Agreement Templates.
Store business or licensing documents under Company Documents.
Centralize media and creative assets under Marketing Materials.
15. How to Add or Edit a Setting #
Go to Settings → [Property or Document Category].
Click Add New to create a new option.
Enter a clear, descriptive name.
Click Save — the new item will instantly appear across all related modules.
16. Permissions #
Only users with Admin or Manager roles can modify system settings.
Regular agents will see these options when adding listings but cannot edit the master list.
17. Best Practices #
Always restrict editing permissions to Admin users only.
Keep Lead Status and Source lists consistent — they affect reports and automations.
Review roles quarterly to match your team structure.
Avoid deleting currencies or roles currently in use by team members.
Use meaningful names for custom statuses and categories.
