⚙️ Settings:

Video Library Coming Soon!

If you go to the Settings section, you will find a wealth of tools to customize and configure your account to meet your specific needs. You can edit your Business Profile, including your company name, logo, and contact information. You can also manage your billing information, view your payment history, and change your payment method.

If you have team members, you can invite and manage them here as well, set their permissions and access levels, and control what they can and cannot see or do within the system.

You can also buy and manage phone numbers, and change your review requests to your clients. Moreover, you can add custom fields to your leads and clients, create custom values, and link a domain that you own.

Additionally, you can change your account integrations, add an email service, and add tags to your leads and clients for better organization and segmentation. Finally, you can view your audit logs, which provides a record of all the changes made within your account, and who made them.

Things included inside Settings:

  • Business Profile

  • Company Billing

  • My Staff

  • Pipelines

  • Calendar Settings

  • Phone Numbers

  • Custom Fields

  • Custom Values

  • Domains

  • Cloud Storage (Media)

  • URL Redirects

  • Email Services

  • Tags

  • Audit Logs