# Your CRM, part 1: set it up for your business · Vaakyo > Lead stages, booking rules, holidays, your own fields for customers, products and orders, and calendars with opening hours. Source: https://vaakyo.com/tutorials/crm 0:00 / 1:44 # Your CRM, part 1: set it up for your business Vaakyo CRM · 1:44 Audio: English Off ## Chapters 1. 0:00 This is SwiftKart's CRM: its customers, products and services, bookings and orders, in one place. Its voice agents use it during calls. Vaakyo switches the CRM on for your workspace; then it's in the menu. 2. 0:16 Start with Settings. Lead stages are where each customer is, from new to repeat buyer. Add your own, and put it in its place. 3. 0:28 Booking rules decide which times are offered: how long a booking lasts, how soon it can start, and how far ahead people can book. 4. 0:38 Closed for a festival? Add the date, and nothing can be booked that day. 5. 0:44 Custom fields are the details you want on every customer, product, booking or order. The agent asks for them on calls, and every form here shows them. 6. 0:56 Add one: a label, its type, and what the agent should ask. Here, the customer's birthday, so SwiftKart can send a wish and an offer. 7. 1:07 Save the settings. Agents use the new field from their next call. 8. 1:12 Calendars are what bookings go on: a person, a room or a branch. Add one for a stylist, and say how many bookings it takes at the same time. 9. 1:23 Set the opening hours. Open the weekend, add a lunch break on Monday, and copy Monday to every open day. 10. 1:32 Save the calendar. Its free times now show when you book, and the agent offers them to callers. Next: your catalog. Lead stages, booking rules, holidays, your own fields for customers, products and orders, and calendars with opening hours. …more ## Up next [1:31 Your CRM, part 2: products, services and stock Vaakyo · CRM](https://vaakyo.com/tutorials/crm-catalog)[1:24 Your CRM, part 3: contacts and bookings Vaakyo · CRM](https://vaakyo.com/tutorials/crm-bookings)[1:51 Your CRM, part 4: orders, and your agent using the CRM Vaakyo · CRM](https://vaakyo.com/tutorials/crm-orders)[1:53 Transfer a call to a person Vaakyo · Agents](https://vaakyo.com/tutorials/call-transfer)[0:51 A quick tour of the console Vaakyo · Getting started](https://vaakyo.com/tutorials/console-tour)[1:02 Create your first agent Vaakyo · Agents](https://vaakyo.com/tutorials/create-agent)[0:59 Build and analyze with Composer Vaakyo · Agents](https://vaakyo.com/tutorials/composer)[1:04 Tune an agent's settings Vaakyo · Agents](https://vaakyo.com/tutorials/agent-settings)[0:54 Teach agents with a knowledge base Vaakyo · Agents](https://vaakyo.com/tutorials/knowledge-base)[0:57 Connect your systems with MCP Vaakyo · Agents](https://vaakyo.com/tutorials/mcp-tools)[0:53 Review your calls Vaakyo · Calls](https://vaakyo.com/tutorials/calls)[0:50 Call a list with a campaign Vaakyo · Calls](https://vaakyo.com/tutorials/campaigns)[0:43 Reports and logs Vaakyo · Calls](https://vaakyo.com/tutorials/reports-logs)[0:47 Send call events with webhooks Vaakyo · Developers](https://vaakyo.com/tutorials/webhooks)[0:36 Create an API key Vaakyo · Developers](https://vaakyo.com/tutorials/api-keys)[0:41 Invite your team Vaakyo · Workspace](https://vaakyo.com/tutorials/team)[0:43 Credits, plans and invoices Vaakyo · Workspace](https://vaakyo.com/tutorials/billing)[0:55 Get a phone number Vaakyo · Calls](https://vaakyo.com/tutorials/phone-numbers)[1:26 Test an agent before it goes live Vaakyo · Agents](https://vaakyo.com/tutorials/test-agent)[1:10 Debug an agent Vaakyo · Agents](https://vaakyo.com/tutorials/debug-agent)[0:56 Teach Composer with skills Vaakyo · Agents](https://vaakyo.com/tutorials/composer-skills)[1:11 Connect your CRM: look up and update entries mid-call Vaakyo · Developers](https://vaakyo.com/tutorials/crm-tools)[1:10 Send call results to your CRM and dashboard Vaakyo · Developers](https://vaakyo.com/tutorials/crm-results) --- More for agents: https://vaakyo.com/llms.txt · Docs: https://docs.vaakyo.com · Sitemap: https://vaakyo.com/sitemap-index.xml