Manage your account
This section will show how to customize your account in the best possible way to make sure that the system answers all your needs. For more information, you can also read our Academy.
Create & deactivate accesses for other people in your company
Privacy and permissions settings
Define who can see what and who can assign leads.
Default lead structure
Define leads fields labels and type depending on your needs.
Default Client Folder Structure
How to define my Client Folder options?
Customize each step of your sales pipeline
How to create & manage multiple pipelines?
Create categories and predefined tags for better lead browsing and statistics.
Be sure that your account is set in your time zone for good calendar synchronisation
Customize your account in terms of interface
Organize your salespeople by teams.
How to create a personalized widget
Editions & Payment methods
The payment options you have & the different Pricings