Workspace and Account Settings
Settings are split into focused pages. Available pages depend on your role.
Profile
Section titled “Profile”Use Settings -> Profile to update personal details and start protected email or password changes. Never share verification codes with another person.
General settings
Section titled “General settings”Use Settings -> General for organization-level configuration such as:
- Organization information
- Workspace currency display
- Approved lead sources
- Lead categories
- Task categories
- Other general CRM preferences
Country and timezone are selected during setup and affect localization and scheduled activity. Changing currency display later does not convert values already stored on leads.
Use Settings -> Users to add users, update permitted roles, or remove access. Reassign or intentionally unassign a departing user’s leads, tasks, and follow-ups before deleting the account.
Custom fields
Section titled “Custom fields”Use Settings -> Custom Fields for additional lead information that is genuinely needed in sales work or reporting. Prefer built-in fields for source, stage, owner, value, and advertising attribution.
Categories
Section titled “Categories”Categories are flexible labels for organizing leads and tasks. Keep the list small and clearly named so filters and reports stay useful.
Notifications
Section titled “Notifications”Notification configuration controls alert routing and presentation. Intake-specific new-lead recipients are selected on the relevant form, API key, webhook source, or Meta form mapping.
Ads, API, AI, and email setup
Section titled “Ads, API, AI, and email setup”These settings are covered in their own guides: