Business Calendar
In Settings → Business Settings, choose your timezone, working days and working hours. These settings support checks that measure elapsed business time. Calendar-day checks still follow their own stated rule.
Sales Pipelines
Select the sales pipelines you want included. You can select multiple pipelines. Pipeline selection affects deal-based checks; it does not mean every other type of CRM record must have a deal.
Scope And Control Settings
Review one domain at a time. Disable checks that you intentionally exclude, and review the suggested owner, priority, severity, mappings and thresholds for enabled controls. Priority and severity guide action planning; they do not give a control extra weight in the health score.
Required Scoring Inputs
If Lead Scoring is in scope, review its required input fields. Only mark a field mandatory when eligible records should contain it. For example, choosing job title as mandatory checks whether a value is present; it does not judge whether the title is senior enough.
Save your settings before running. Do not change the rules simply to improve a score: use requirements that reflect how your business should operate.
