CRM Master Data FAQs

CRM Master Data in KEBS is the foundational configuration that supports all CRM workflows. It includes the reference values, picklists, taxonomies, and structural data that the Deal Management module relies on, such as industries, deal stages, lead sources, products, and currencies.

To manage it, navigate to Settings > CRM > Master Data.

KEBS allows administrators to manage a wide range of CRM master data, including:

• Industries and Verticals
• Lead Sources
• Deal Stages and Pipelines
• Product Catalog
• Currencies and Exchange Rates
• Regions and Territories
• Contact Roles and Titles
• Loss Reasons

Master Data management is restricted to administrators and authorized super users. Access is governed by role based permissions, ensuring only trusted users can modify the structural data that underpins CRM workflows.

Navigate to Settings > CRM > Master Data, select the relevant picklist (such as Industry or Lead Source), and click Add Value. Enter the new option, set its display order, and save. The new value becomes immediately available across all CRM forms.

Yes. Administrators can edit or deactivate master data values at any time. Values in use cannot be permanently deleted but can be deactivated to remove them from new selections while preserving historical data integrity.

The product catalog stores all products and services your organization sells. Navigate to Settings > CRM > Master Data > Products to add SKUs, define unit prices, configure tax rates, and tag categories. The catalog feeds directly into Quote Builder and Opportunity Management.

Yes. KEBS supports bulk import for master data such as products, industries, and territories through CSV templates. This dramatically speeds up initial configuration during migration from legacy systems.

Navigate to Settings > Master Data > Currencies to add supported currencies and set the base currency. Exchange rates can be configured manually or set to update automatically. These values flow into Quote Builder, Opportunity Management, and Finance Management.

Yes. Administrators can define regions, territories, and geographic groupings under master data. These are then used in territory assignment rules, sales reporting, and dashboard filtering, supporting structured global sales operations.

Navigate to Settings > CRM > Pipelines to create multiple pipelines for different business units, define stages within each pipeline, and set probability percentages for forecasting. These structures feed directly into Opportunity Management and reporting.

Yes. KEBS supports dependent picklists where the value selected in one field filters the available options in another field. For example, selecting an Industry can filter the available Sub Industries. This enforces clean and structured data entry.

Changes to master data values such as renaming or deactivating an option do not affect historical record entries, which retain their original values for audit and reporting consistency. Only new entries reflect the updated master data structure.

Yes. All master data can be exported in CSV or Excel formats for review, audit, or backup purposes. This is helpful during quarterly reviews, compliance reporting, or when planning structural changes.

KEBS supports synchronization of master data such as products, regions, and currencies with integrated platforms like SAP, Oracle, Microsoft Dynamics 365, NetSuite, and HubSpot. This ensures a single, consistent source of truth across the enterprise.

Yes. Every change to master data, including additions, edits, and deactivations, is logged in the audit trail with user and timestamp details. Navigate to Settings > Security > Audit Logs to review changes.

Yes. KEBS retains a history of master data changes so administrators can review past configurations and understand how structural changes have evolved over time. This supports compliance audits and ongoing process improvement.

KEBS provides duplicate detection and merge tools for master data such as industries and products. Administrators can review flagged duplicates and merge them while preserving references in historical records.

Yes. KEBS supports business unit and region specific master data, allowing different parts of your organization to operate with their own product catalogs, pipelines, or lead sources while maintaining global reporting.

Yes. KEBS is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Master data is protected through encryption, role based access controls, and full audit transparency. Only authorized administrators can modify the structural data that drives CRM workflows.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through master data design, picklist configuration, product catalog setup, pipeline structures, and integration with third party systems. Most organizations complete master data setup within a few weeks with ongoing support from the KEBS team.