# How to Create a CRM Preset

### What is a CRM Preset?

A CRM Preset is a customized group of CRM fields that appears as the default fields for a user to update. This is helpful if you have different functions/roles using Meetingflow that are responsible for updating a different set of fields. The preset determines the fields available when updating directly from a Meetingflow, as well as the [pipeline view](/content/help-center/how-to-use-the-pipeline-manager-in-meetingflow/index.html).

For example, a CSM responsible for overall customer health and retention might be responsible for updating different CRM fields on the same record as a sales AE.

### How do I create a CRM Preset?

A Meetingflow Workspace **admin** must first configure the CRM presets within the Integrations > Configure section of the admin panel. If you do not already have your CRM connected, [please see step 3 here](/content/help-center/setup-enablement/index.html).

Click the "+" button to create a new CRM preset. You can select any fields from the supported objects.

### How do users apply a CRM preset?

After an admin creates different presets, **individual** **users must select the preset in their user preferences from the "Your Workspace Preferences" from the top right dropdown in order to change their default**. [See this article for more details on selecting your user default set.](/content/help-center/how-to-select-and-change-a-crm-preset/index.html)