Administration
Users, roles, teams, sharing, settings and billing.
Company Settings
Manage Roles
3.Roles and permissions
What a role is, the three built-in roles, and how to change, disable or delete your own roles.
4.Create a role
Create a role, then tick exactly what it can see and do in each module.
5.Assign users to a role
Give people a role from the Manage Roles page, see who has each role, and take a role away again.
Manage Users
Teams
Configurations
9.Configurations
The dropdown lists your team picks from, such as lead sources, account types and industries, and how to switch off or delete a value.
10.Lead sources
Set the list of places your leads come from, such as Website, Referral or LinkedIn, and the order they show in.
11.Account types
Set the kinds of account your team picks from, such as Customer, Prospect, Partner or Vendor.
12.Ownerships
Set the list of ownership types for accounts, such as Private, Public, Government or Partnership.
13.Industries
Set the list of industries your team picks from, with codes and broader parent industries to group them.
14.Campaign sources
Set the list of campaigns that bring in deals, such as Google Ads, a webinar or a referral program.
15.Billing frequencies
Set how often products are billed, such as one time, monthly, quarterly or yearly.
16.Billing terms
Set when payment is due, such as Due on Receipt, Net 30 or End of Month, for products and contracts.
Integrations
17.Integrations overview
See which apps connect to the CRM, such as Gmail, Outlook and Twilio, which plan includes them, and set up domain authentication.
18.Gmail
Connect your Gmail mailbox to the CRM to sync and send email, choose who can connect it, and disconnect it.
19.Outlook
Connect your Outlook mailbox to the CRM to sync and send email, choose who can connect it, and disconnect it.
20.Twilio
Connect your company's Twilio account so your team can make, receive and log calls in the CRM, and manage your phone numbers.
Data Share Policies
Module Customization
22.Module customization
Choose which modules your company uses, arrange and group them in the sidebar for everyone, and decide whether people can arrange their own.
23.My navigation
Arrange your own sidebar by reordering modules, grouping them into folders, hiding what you don't use and adding your own links.
My Subscription
24.Your subscription and billing
See your plan, seats and next payment, what each subscription status means, and find every invoice.
25.Choose a plan
Pick a plan, the number of users and the billing cycle, start a free trial, and set up auto-pay.
26.Change or cancel your plan
Add or remove seats, move to another plan, change how often you pay, and cancel or come back.