Steps
- Open Settings › Features. Each row is On or Off.
- Turn on what you need. Exact labels:
- Creator on each deal
- Commission split
- Roster
- Deliverables (this also shows Deliverables in the sidebar)
- Posting details
- Blocked deals
- Follow-up date
- Invoice due date
- Monthly goal (then set Goal for each month)
- Examples of who usually needs what:
- A dental practice or other small business: Follow-up date, Invoice due date, Monthly goal start on; turn on Deliverables if you track pieces of work.
- A brand partner or agency sales lead: Creator on each deal and Roster help when deals are for talent.
- A manager with a roster: those plus Commission split and Deliverables.
- Switch a feature off and it leaves the nav, the deal form, Today and Kroma. Switch it back on and the data is still there.
- To undo your toggles, press Back to the defaults › Reset (returns to what your current role starts with).
Questions people ask
I picked Small business and there is no Deliverables page.
Deliverables starts off for that role. Turn it On in Settings › Features.
Does Off delete my data?
No. It only hides it.
Where else do things hide?
Settings › Names changes labels (brand vs client). Settings › Your setup changes role defaults. Pipeline stages are under Pipeline › Edit stages or Settings › Boards.