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.
You will also find information on all the options available in the Admin Panel, such as the Recycle Bin to restore deleted items, and more.
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Manage users
Create & deactivate accesses for other people in your company
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Privacy and permissions settings
Define who can see what and who can assign leads.
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Default lead structure
Define leads fields labels and type depending on your needs.
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Default Client Folder Structure
How to define my Client Folder options?
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Pipeline
Customize each step of your sales pipeline
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Multiple Pipelines
How to create & manage multiple pipelines?
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Categorize leads
Create categories and predefined tags for better lead browsing and statistics.
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Time zone
Be sure that your account is set in your time zone for good calendar synchronisation
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Interface
Customize your account in terms of interface
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Create teams
Organize your salespeople by teams.
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Widget
How to create a personalized widget
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Editions & Payment methods
The payment options you have & the different Pricings
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Restore deleted leads
Where to find and restore deleted items from your noCRM account.