17.6 Settings that shape CRM

The module switch — Company → Modules: CRM starts off. Switching it off again hides the menus and permissions; the data is never deleted and comes back when you switch it back on.
Pipelines, sources and reasons — the seeded lists are starting points. Pipelines and stages are managed under System Setup → CRM → Pipelines; the lead sources and reason codes are your company's data in the same spirit.
Signal rules — which signals start a lead, and from what value, is data under System Setup → CRM → Signal rules (§17.4). The seeded store-order and abandoned-cart rules are on, with no minimum value, until you shape them.
Permissions — the CRM family: view / create / update for parties, leads and opportunities; Convert CRM opportunities for the conversion act; and Manage CRM pipelines for the setup surface. As everywhere, deletion is reserved to the platform's super-admin.