Settings
Your company, users and roles, sales setup, data, integrations and billing.
Organization
2.Company settings
Keep your company's name, logo, country, timezone, currency, contacts and addresses up to date.
3.Delete your company account
Close your company's account, what happens to your users, subscription and data, and how long you have to change your mind.
4.Manage users
See everyone in your company, and deactivate, activate or delete users without losing their records.
5.Invite users
Invite people to your company by email with a role, and resend or revoke invites.
6.Roles and permissions
What a role is, the three built-in roles, and how to change, disable or delete your own roles.
7.Create a role
Create a role, then choose exactly what it can see and do in each module.
8.Assign roles to users
Give people a role from the role or from the person, see who has each role, and take a role away again.
9.Teams
Group people into teams, choose who leads and manages each one, and use teams to share records, chat together and follow your team's work.
10.Sharing rules
Decide who can see which records in each module, from everyone in the company to only the owner.
11.Modules
Choose which modules your company uses, arrange and group them in the sidebar for everyone, and decide whether people can arrange their own.
12.My sidebar
Arrange your own sidebar by reordering modules, grouping them under headings or into folders, hiding what you don't use and adding your own links.
Sales Setup
13.Products and categories
Build your product catalog with categories, product codes, prices and billing terms, and see where products are used across quotes and leads.
14.Dropdown lists
The dropdown lists your team picks from, such as lead sources, account types and industries, and how to switch off or delete a value.
15.Lead sources
Set the list of places your leads come from, such as Website, Referral or LinkedIn, and the order they show in.
16.Account types
Set the kinds of account your team picks from, such as Customer, Prospect, Partner or Vendor.
17.Ownerships
Set the list of ownership types for accounts, such as Private, Public, Government or Partnership.
18.Industries
Set the list of industries your team picks from, with codes and broader parent industries to group them.
19.Campaign sources
Set the list of campaigns that bring in deals, such as Google Ads, a webinar or a referral program.
20.Billing frequencies
Set how often products are billed, such as one time, monthly, quarterly or yearly.
21.Billing terms
Set when payment is due, such as Due on Receipt, Net 30 or End of Month, for products and contracts.
22.Pipelines
Set up the stages your leads and deals move through: their order, categories, required fields, allowed moves and probabilities.
23.Configure lead scoring
Set up the rules behind the 0 to 100 lead score. Rate values for each factor on the classification board and balance the factor weights.
24.Email templates
Write ready-made emails once and reuse them when you email a lead, send a quote, or run a flow, with details filled in for each person.
25.Quote settings
Set your quote numbering, default validity, currency and discount type, item limit, follow-up timing, logo, signature and PDF font.
26.Quote templates
Choose the layout every quote PDF uses, which templates your plan includes, and what each quote PDF contains.
27.Quote terms and conditions
Write the terms printed on your quotes, keep several sets, choose the default, and understand how changes reach quotes already sent.
28.Contract settings and templates
Set up contract numbers, contract types and the templates that become your contract documents.
29.Activity purposes and outcomes
Set up the purposes and outcomes your team picks for tasks, calls and meetings, so you can see why each activity happened and how it went.
Data & Connections
30.Custom views
Save filtered lists as views for leads, contacts, deals, tasks and more, build their conditions, and manage System, Organization and Personal views.
31.Tags
Label leads, contacts, accounts, deals and contracts with coloured tags, and manage your company's tags and tag groups in Settings.
32.Import templates
Create import templates that map your spreadsheet columns to lead, contact and account fields, clean the values with rules, and manage your templates.
33.Integrations overview
See which apps connect to the CRM, such as Gmail, Outlook and Twilio, which plan includes them, and set up domain authentication.
34.Gmail
Connect your Gmail mailbox to the CRM to sync and send email, choose who can connect it, and disconnect it.
35.Outlook
Connect your Outlook mailbox to the CRM to sync and send email, choose who can connect it, and disconnect it.
36.Twilio
Connect your company's Twilio account so your team can make, receive and log calls in the CRM, and manage your phone numbers.
Plan and billing
37.Choose a plan
Pick a plan, the number of users and the billing cycle, start a free trial, and set up auto-pay.
38.Your subscription and billing
See your plan, seats and next payment, what each subscription status means, and find every invoice.
39.Change or cancel your plan
Add or remove seats, move to another plan, change how often you pay, and cancel or come back.