Company Settings

Company Settings allows administrators to configure system-wide options that affect how LMI behaves across your organization. These settings control visual appearance, workflow integrations, and operational preferences.

Overview

Company Settings includes configuration for:

• Chart Color Palette - Customize colors used in charts and visualizations
• CRM Settings - Configure workflows for leads and opportunities

Accessing Company Settings

Navigate to Settings → Administration → Company Settings from the sidebar.

Settings List

The Company Settings page displays available configuration options in a table format.

Setting	Description
Chart Color Palette	Configure the colors used in charts and data visualizations
CRM Settings	Set up workflows for lead and opportunity management

Tip

Click on any setting row to open the configuration panel.

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Chart Color Palette

The Chart Color Palette setting controls the colors used throughout LMI’s charts, graphs, and data visualizations.

Pre-built Palettes

LMI includes six pre-built color palettes:

Palette	Description
Default (Earth Tones)	Natural, muted colors suitable for professional reports
Vibrant	Bright, saturated colors for high-contrast visualizations
Ocean Blues	Cool blue tones for a calm, professional look
Sunset	Warm orange and red tones
Forest Greens	Green-focused palette for environmental themes
Monochrome	Grayscale palette for print-friendly reports

Selecting a Palette

1. Click on Chart Color Palette in the settings list
2. Browse the available palettes in the selection panel
3. Click on a palette to preview it
4. The selected palette is automatically saved

Note

The active palette is indicated by a star icon. Changes take effect immediately across all charts in the application.

Custom Palettes

Create your own color palettes to match your company branding.

Creating a Custom Palette

1. Click the Add Custom Palette button
2. Enter a name for your palette
3. Configure each of the 11 color slots using the color picker
4. Click Save to create the palette

Editing a Custom Palette

1. Click the Edit button next to your custom palette
2. Modify the name or colors as needed
3. Click Save to apply changes

Deleting a Custom Palette

1. Click the Delete button next to your custom palette
2. Confirm the deletion

Caution

Deleting a custom palette that is currently in use will revert charts to the default palette.

Color Configuration

Each palette contains 11 colors that map to chart data series:

Color Slot	Usage
Color 1	Primary data series, first pie slice
Color 2	Secondary data series, second pie slice
Color 3-11	Additional data series as needed

Colors are displayed in order for multi-series charts and cyclically for charts with more than 11 data points.

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CRM Settings

CRM Settings configures how leads and opportunities flow through your sales process by linking them to task workflows.

Workflow Settings

Configure the workflows used to track lead and opportunity progression.

Field	Required	Description
Lead Workflow	No	The workflow used for managing leads. The workflow’s team is automatically assigned to new leads.
Opportunity Workflow	No	The workflow used for managing opportunities. The workflow’s team is automatically assigned to new opportunities.

Lead Conversion Settings

Configure how leads convert to opportunities.

Field	Required	Description
Converted Lead Status	No	Status applied when a lead converts to an opportunity
Initial Opportunity Status	No	Status applied to newly created opportunities

Configuring CRM Settings

1. Click on CRM Settings in the settings list
2. In the Workflow Settings section, select a workflow from the Lead Workflow dropdown
   • All accessible workflows are available. Workflows with CRM-related names (containing “sales”, “crm”, “lead”, or “opportunity”) are sorted to appear first for convenience.
3. Select a workflow from the Opportunity Workflow dropdown
4. In the Lead Conversion section, choose the Converted Lead Status from the lead workflow’s statuses
5. Choose the Initial Opportunity Status from the opportunity workflow’s statuses
6. Click Save Settings to apply changes

Note

The status dropdowns are only enabled after selecting a workflow. Status options are filtered based on the selected workflow.

How CRM Settings Affect the Application

Feature	Impact
Lead Creation	New leads are automatically assigned to the configured lead workflow and its associated team
Lead Conversion	Converting a lead to an opportunity applies the configured converted status
Opportunity Creation	New opportunities use the configured opportunity workflow, its associated team, and initial status

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Settings Storage

Company settings are stored in the company metadata and apply to all users within your organization. Changes are applied immediately and do not require a page refresh.

Company Settings
├── Chart Color Palette
│   ├── Selected Palette Key
│   └── Custom Palettes (name + 11 colors each)
└── CRM Settings
    ├── Lead Workflow → Workflow ID + Name (team derived from workflow)
    ├── Converted Lead Status → Status ID + Name
    ├── Opportunity Workflow → Workflow ID + Name (team derived from workflow)
    └── Initial Opportunity Status → Status ID + Name

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Best Practices

Chart Palette Selection

• Choose palettes with sufficient contrast between adjacent colors for accessibility
• Use the monochrome palette when creating charts for black-and-white printing
• Create custom palettes that align with your company’s brand guidelines
• Test palettes with actual chart data to ensure readability

CRM Workflow Configuration

• Set up dedicated workflows for leads and opportunities with clear, sequential statuses
• Ensure the “Converted Lead Status” represents a terminal state in the lead workflow
• Configure the “Initial Opportunity Status” as the first step in your opportunity sales process
• Use workflows that are assigned to teams with members available to work new leads and opportunities

Organizational Coordination

• Coordinate company settings changes with stakeholders before applying
• Document custom palette colors for brand consistency
• Train users on workflow changes before updating CRM settings
• Review settings periodically to ensure they align with current business processes

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Troubleshooting

Charts not showing updated colors

• Clear your browser cache and refresh the page
• Verify the palette was saved successfully (check for confirmation toast)
• Ensure you’re viewing a chart that uses the chart color system

CRM workflow dropdown is empty

• Verify that workflows exist in the system (see Workflows)
• Ensure you have permission to view workflows
• Check that at least one workflow has been created and is accessible to your user account

Status dropdown is disabled

• Select a workflow first—status options depend on the selected workflow
• Verify the selected workflow has statuses configured

Changes not applying for other users

• Company settings changes apply immediately but may require other users to refresh their browser
• Verify the save operation completed successfully
• Check that all users are logged into the same company account

Cannot access Company Settings

• Verify you have administrator permissions
• Check that you have the appropriate security group role assigned
• Contact your system administrator for access

Custom palette not saving

• Ensure all 11 color slots have valid colors selected
• Verify the palette name is not empty
• Check for any validation error messages in the form