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The CRM Settings Page

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The Settings page is where administrators customize the behavior of the WPResidence real estate CRM. Picklist values (lead sources, deal stages, task types), integrations (HubSpot, Twilio, webhooks), and global defaults all live here.

Open WordPress Admin → WPEstate CRM → Settings. Access requires the manage_options capability.

The Seven Tabs

Contact

Lists of values used across the Contacts module:

  • Prefixes — Mr, Mrs, Ms, Dr, Prof.
  • Statuses — Active, Inactive, VIP, Blocked.
  • Lifecycle stages — New Lead, Contacted, Appointment Set, Active Client, Under Contract, Closed.
  • Lead sources — Website, Referral, Social Media, Portal, Zillow, Realtor.com, Walk-in, Phone, Email, Other.
  • Lead types — Buyer, Seller, Tenant, Landlord, Investor, Other.

All are comma-separated lists. Add, remove, or rename values freely.

Deal

  • Stages — New, Viewing Scheduled, Offer Made, Negotiation, Closed Won, Closed Lost.
  • Stage colors — hex codes, index-matched to the stages list.
  • Statuses — Open, Won, Lost.
  • Next actions — Call, Email, Meeting, Send Listing, Schedule Viewing, Send Offer, Follow Up, Other.
  • Probabilities — 10, 25, 50, 75, 90, 100.

Task

  • Statuses — To Do, In Progress, Done.
  • Types — Call, Email, Meeting, Showing, Follow Up, Paperwork, Other.
  • Priorities — Low, Medium, High, Urgent.

HubSpot

  • Enable integration master switch.
  • Sync for all users — include guest form submissions, not just admin actions.
  • API token — Private App access token.
  • First stage — HubSpot stage ID for new deals.
  • Stage map — per-CRM-stage mapping to HubSpot stage IDs.
  • Test Connection button — runs 4 checks against the HubSpot API.

Global

  • Empty value text — the character or string used when a field is empty (default: —).

Notify SMS

  • Twilio credentials (Account SID, Auth Token, From Number).
  • Per-event SMS templates.
  • Send Test SMS button.

Webhooks

  • Webhook URL.
  • Comma-separated event subscription list.
  • Test Webhook button.

Saving Changes

Each tab has its own Save button. The form submits via admin-post.php, not AJAX — you will see the page reload after saving.

Resetting to Defaults

There is no reset button. Default values are re-seeded only when the plugin is activated fresh. To restore defaults, deactivate and reactivate the plugin (note: your data is preserved).

Email Notifications Are NOT on This Page

Historically, CRM email notifications had their own settings tab. They have been moved to Theme Options → Email Management → CRM Emails, which now houses all email templates for the theme and CRM in one place.

Best Practices

  • Customize picklists before onboarding your team. Renaming a lifecycle stage mid-year is annoying; changing it during setup is free.
  • Keep stage colors distinct. The deals pipeline board relies on color.
  • Test integrations (HubSpot, Twilio, webhook) from this page. The test buttons give precise errors.
  • Document your custom values. If you rename “Closed Won” to “Deal Closed”, your automations still reference the renamed value — make sure everything matches.