# GTM Setup

To ensure your GA receives the event triggers, please set up the necessary tagging in GTM by following these steps:

{% stepper %}
{% step %}
#### Navigate to Tag Manager Account

1. Log in to your GTM account.
2.  Select the Container Name used for the CRM.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FIDNQ9qZop71h5m9UU2H5%252Fimage.png%3Falt%3Dmedia%26token%3Da805d1b9-804c-44f6-ad66-7a2de747894f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=d3ae7f0f&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Create User-Defined Variables

1. Navigate to the "Variables" tab from the side menu.
2.  Under User-Defined Variables, click “New” to create a new variable.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fg25ebky37yJeiX0znKjR%252Fimage.png%3Falt%3Dmedia%26token%3D86aba086-7a5d-4857-bf7e-adb99e1df1a9&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=56656dc8&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. Create the following three variables:
   * URL
   * user\_id
   * utm\_source
   * utm\_medium
4. These variables allow GTM to identify and pull specific information—such as the page visited, the unique user ID, and the traffic source—directly from your CRM. Once set, this data can be passed into Google Analytics for deeper insights, helping you better understand client behavior, campaign performance, and user segmentation.
{% endstep %}

{% step %}
#### Create "URL" User-Defined Variable

1. Fill in the Variable Name.
2.  Click Variable Configuration to select the Variable Type.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F9vCObcWOBdw0jtxH0AAZ%252Fimage.png%3Falt%3Dmedia%26token%3Df0b7fed0-0eeb-41a5-8f2c-835face8384f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6627a73&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Select "URL".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FbPULG0wFXBfTYI1Be3yv%252Fimage.png%3Falt%3Dmedia%26token%3Deccbc7ea-dbab-4afa-a541-94d28279b2e8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=87460aa8&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Click "Query" as the component type.
5.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FKUbXm017VaDHg0DnTnmR%252Fimage.png%3Falt%3Dmedia%26token%3Da4fb8c15-16f3-464c-a408-015f9b5e22f4&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=164932d9&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Create "user\_id" User-Defined Variable

1. Fill in the Variable Name.
2.  Click Variable Configuration to select the Variable Type.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FD65xExMszT90fbRC6IZT%252Fimage.png%3Falt%3Dmedia%26token%3D45b35f68-037d-4655-ae6d-7719f8e9e253&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7a773d95&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Select "Data Layer Variable".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fy6KiZuGonOB8ywzRK2UR%252Fimage.png%3Falt%3Dmedia%26token%3Db06ff678-adca-4d66-bb00-373ce3520dcd&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=e4364b61&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Fill in "user\_id" as the Data Layer Variable Name.
5. Select "Version 1".
6.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FseCLPrE7TkS2C7AjiSLh%252Fimage.png%3Falt%3Dmedia%26token%3D53a2fd21-bfbc-4f68-8fb8-68f1ad49b75f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=845a4cf6&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Create "utm\_source" User-Defined Variable

1. Fill in the Variable Name.
2.  Click Variable Configuration to select the Variable Type.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FC6t8TQdFka6RiHXQq7Do%252Fimage.png%3Falt%3Dmedia%26token%3D4092ba8e-4473-4229-b328-cea23e9945b5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=40776ee3&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Select "URL".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FC1UwWSX7yr6asT3OOwZ1%252Fimage.png%3Falt%3Dmedia%26token%3Dac27979b-cc48-422d-b0f4-31c6f867c79c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=49c73737&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Select "Query" as the Component Type.
5. Fill in "utm\_source" as the Query Key.
6.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FAS989ICYkVB8kuACZpnn%252Fimage.png%3Falt%3Dmedia%26token%3D002c3b1e-5672-41b8-aff4-0de2648ea49c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=21a25203&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Create "utm\_medium" User-Defined Variable

1. Fill in the Variable Name.
2.  Click Variable Configuration to select the Variable Type.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FWAXOFsUIzyfyJIZK6MPn%252Fimage.png%3Falt%3Dmedia%26token%3D98b1f603-4c98-4325-97bd-158921b14d48&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b20e6217&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Select "URL".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FHG1VWiW3mv3qfg9jU6WD%252Fimage.png%3Falt%3Dmedia%26token%3Dc84d7cd1-4287-4737-b09d-48bcf8bd8789&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=eb910e17&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Select "Query" as the Component Type.
5. Fill in "utm\_medium" as the Query Key.
6.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fq9e9VBUsM2T4uiAaAaiP%252Fimage.png%3Falt%3Dmedia%26token%3D03f7c1d8-e9a5-4b4c-b751-47034a4ea45a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4b530bb&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Create Triggers

1. Navigate to the "Triggers" tab from the side menu.
2.  Click "New".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FmgxtdnaL3v7DSWQaK9rT%252Fimage.png%3Falt%3Dmedia%26token%3D81b35e45-e0d6-4aa5-8d9e-a5cd1c43b055&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=702df5dc&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. You will need to create the following Triggers
   * Client Submits Registration Form
   * Client Logs In
   * Client Submits KYC Form
   * Client First Deposit Approved
4. These triggers detect when key actions occur in your CRM. Once detected, GTM sends the event data to Google Analytics—allowing you to monitor client progress, analyze conversion steps, and improve funnel performance.
5. Fill in the Trigger Name.
6.  Click "Trigger Configuration".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F7lJDdSmcBwJ3AujJNnFl%252Fimage.png%3Falt%3Dmedia%26token%3D790fb090-729d-4ab9-94ac-67504e320803&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c576d9af&#x26;sv=2" alt=""><figcaption></figcaption></figure>
7.  Select "Custom Event".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fl2aqMA2FeMKiEkFqvTfF%252Fimage.png%3Falt%3Dmedia%26token%3D3cf373d4-7b86-4c3c-b3df-4abbf3eb41b1&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=2d846778&#x26;sv=2" alt=""><figcaption></figcaption></figure>
8. Fill in the event name.
9. Select "Some Custom Events".
10. Configure trigger as: \{{{Event\}}} equals "X".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FMDCUi0vyfnuYMzljZWOn%252Fimage.png%3Falt%3Dmedia%26token%3D9a72ec83-93fa-4971-897e-137c5afe2768&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=51b5bd41&#x26;sv=2" alt=""><figcaption></figcaption></figure>
11. "X" refers to the Event ID as listed on the CRM Back Office.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F0LRxLSpJpJww4JUz6QYc%252Fimage.png%3Falt%3Dmedia%26token%3D97896489-97f0-42a0-8ab9-f0f4955f0148&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=42932d9a&#x26;sv=2" alt=""><figcaption></figcaption></figure>
12. Do the same for all events.
13. Click "Save".
{% endstep %}

{% step %}
#### Create Tags

1. Navigate to the "Tags" tab from the side menu.
2.  Click "New".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FgpI2wHgAyoAUvLx6mwgf%252Fimage.png%3Falt%3Dmedia%26token%3D5b776df0-21f1-48fa-bda7-6edcf873edff&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7ad5bcf5&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Fill in the Tag Name and Click "Tag Configuration".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FQk7H4fSi4h4icVnMSQbj%252Fimage.png%3Falt%3Dmedia%26token%3D5e66c8d9-bbb6-4b4b-bdc0-dd4e22e34a06&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9bec8a2f&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4.  Select "Google Analytics".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FONMo58j5u4OBpbno141K%252Fimage.png%3Falt%3Dmedia%26token%3Db94e0e3d-95ee-401c-a2c2-ffa7e259ff39&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=57e05c08&#x26;sv=2" alt=""><figcaption></figcaption></figure>
5.  Select "Google Analytics: GA4 Event".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FXDXmxEsiy2I8PcXCOvx7%252Fimage.png%3Falt%3Dmedia%26token%3Dfd031548-4ff0-446d-9168-977a90788763&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6b09a8bf&#x26;sv=2" alt=""><figcaption></figcaption></figure>
6.  Fill in your GA Measurement ID and click "Create tag".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FsrysG8YfiTCXMiosWmut%252Fimage.png%3Falt%3Dmedia%26token%3Dfb269327-8417-4591-bec6-7f4af573884c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3d777cd2&#x26;sv=2" alt=""><figcaption></figcaption></figure>
7.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FIHb2jALqGJ13wxwq6i0N%252Fimage.png%3Falt%3Dmedia%26token%3D458fdcdb-2890-4c16-883a-82d70fb4b673&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9845cfb0&#x26;sv=2" alt=""><figcaption></figcaption></figure>
8.  Fill in your "Event Name" and under Event Parameters, click "Add parameter".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FDE8895mrt8BK76zQ36Cg%252Fimage.png%3Falt%3Dmedia%26token%3Dc04cbf18-fb3d-4867-8e14-f87e93a05df3&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=420fca46&#x26;sv=2" alt=""><figcaption></figcaption></figure>
9. Fill in the following parameters.
   1.  For Registration Tag:



       <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FpErnorAO7t2uBn4KRhUB%252Fimage.png%3Falt%3Dmedia%26token%3D35fdea20-3c2e-4ab2-8b03-88c2174cf3bd&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=25127d86&#x26;sv=2" alt=""><figcaption></figcaption></figure>
   2.  For both Login and KYC Tag, you will need to fill in "Even Parameters" and "User Properties".



       <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F35MT2erzq7NMfku5cNC2%252Fimage.png%3Falt%3Dmedia%26token%3D17006266-75f9-422f-9d16-a20766bae3f5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1ca9051b&#x26;sv=2" alt=""><figcaption></figcaption></figure>
   3.  For First Deposit Tag:



       <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fav76CoSa2qBc6qJ48e5v%252Fimage.png%3Falt%3Dmedia%26token%3D3d4541a6-4aa6-4562-89bf-b73dbe6ed4c8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=fe378dac&#x26;sv=2" alt=""><figcaption></figcaption></figure>
10. Click "Trigger".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FJOTKtAwQ0bT7lCcmvA1e%252Fimage.png%3Falt%3Dmedia%26token%3Ddea7c857-cd70-4bf4-af3d-0cbd69b574ab&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=866f59e9&#x26;sv=2" alt=""><figcaption></figcaption></figure>
11. Select the corresponding Trigger for the Tag you are creating.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fqbu2HeBFVyD3jS9Wxarz%252Fimage.png%3Falt%3Dmedia%26token%3D1096fb63-f611-4425-9c49-b40213d316ac&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4ddbbc52&#x26;sv=2" alt=""><figcaption></figcaption></figure>
12. Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F0YzeDqMyylGd0yQICab4%252Fimage.png%3Falt%3Dmedia%26token%3D8e3bf165-486c-491e-9a93-6b38c76dfe56&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=317f71ed&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Submit Your Changes

1.  Once completed, click "Submit".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F6jiwvtw5FNcI2gmGOfCe%252Fimage.png%3Falt%3Dmedia%26token%3D1977e248-7d61-41c5-bba2-b3e5c32d4640&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b09e0082&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2.  Review your changes and click "Publish".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FyRd7chyUkWvh9QiUkKeP%252Fimage.png%3Falt%3Dmedia%26token%3D75c936c8-2e77-4eba-beba-09602c8ccca0&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=11eb4c0f&#x26;sv=2" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}
