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.

• Manage users

  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?

• Pipeline

  Customize each step of your sales pipeline

• Multiple Pipelines

  How to create & manage multiple pipelines?

• Categorize leads

  Create categories and predefined tags for better lead browsing and statistics.

• Time zone

  Be sure that your account is set in your time zone for good calendar synchronisation

• Interface

  Customize your account in terms of interface

• Create teams

  Organize your salespeople by teams.

• Widget

  How to create a personalized widget

• Editions & Payment methods

  The payment options you have & the different Pricings

• Restore deleted leads

  Where to find and restore deleted items from your noCRM account.