Account Settings

Personal profile

Access your personal profile from the user menu in the top-right corner → Profile.

Setting	Description
Name	Your display name visible to teammates
Email	Your login email (cannot be changed directly — contact support)
Password	Change your password anytime from Profile → Security

Organization settings

Go to Settings → General to manage your organization’s identity.

Setting	Description
Organization name	The name of your company or team as displayed in the app
Timezone	Affects follow-up scheduling, notification timing, and analytics date grouping
Industry	Used for pipeline benchmarking in analytics

Password and security

Go to Profile → Security to change your password.

To change your password:

Enter your current password
Enter a new password (minimum 8 characters)
Confirm the new password
Click Update Password

For account recovery (forgotten password), see Password Reset.

User roles and access

Admins manage team access from Settings → Team.

Inviting users

Click Invite User, enter an email address and choose a role. The user receives an invitation email with a join link.

Changing a user’s role

Click the three-dot menu next to any team member → Change Role. Select the new role and confirm.

Removing a user

Click the three-dot menu next to any team member → Remove from Organization. The user loses access immediately. Their lead assignments and history are preserved.

User roles available

Admin — full access
Manager — team management, all leads, no billing
Staff — read-only / limited access

See Roles and Access for the full capability matrix.

Notification preferences

Go to Settings → Notifications to control which events generate alerts.

Configurable notification types:

New lead submitted via form
Lead assigned to you
Follow-up due today
Task overdue
Automation triggered
Billing events (plan change, payment failure)

Each notification type can be configured for in-app, email, or both.

Pipeline stages

Go to Settings → Pipeline to configure the stages used on your Kanban board.

Add new stages with the + Add Stage button
Drag to reorder stages
Click a stage name to rename it
Click the trash icon to delete a stage (leads in that stage will need to be reassigned)