Here’s an overview of your account settings. Some of this is basic information, yet it’s critical for a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundational elements.
NOTE: Depending on your user settings, you may see different options.
Manage company information such as Business name, email, phone, and website
API Key: You can use this for Zapier and API integrations
Call and Voicemail Settings
Business Address
Enable / Disable Depreciated Features
Authorized Representative Information
General settings (toggle on or off the following):
Allow duplicate contact
Allow duplicate opportunity
Merge Facebook Contacts by Name
Disable Contact Timezone
Missed Call Text Back
Team Management
In this section, you can add or remove users in your account. You can add a personal logo for each user too. For each employee, fill out their basic information: name, email, and phone number. You can also add phone extensions here.
You can set and reset passwords for each user here too.
You can establish an email signature for each user, which can be helpful for campaigns they are assigned to.
You can also assign a specific calendar to the user.
Permissions: You will only be able to change these if you are an admin for your account. If you are a user, you will not have access to this. If you are the administrator, you can toggle on and off the various permissions for the users within your team.
User Role: Assign the user to be a general user or an admin. Again, you will only have access to this if you are an admin
Call and Voicemail settings: Include an inbound Twilio number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.
User Availability: Set up the default availability for each user.
User Calendar Configuration: connect a Google calendar for a user, if they want to sync their calendar in the system with a Google calendar.
This section is about how you organize the flow of leads through your CRM. You can create pipeline stages to track your leads through different stages. For example, you may have your leads begin in the prospect stage, then move to booked call/appointment, and then sold. You can customize this section and the pipeline stages however makes sense for your business.
This section is where you can create and manage your calendars. Please review our other tutorials for full calendar setup specifics.
NOTE: You can also access “Calendar Settings” from the Calendars page on your main dashboard menu.
In this section, you can manage any phone number(s) for your system.
You can add outbound numbers, forwarding numbers, and number pools.
You can customize your review email and SMS communication, add your review link, and customize your review widget. With the widget, you can capture testimonials, so long as you have your Google and/or Facebook integrated. It can pull them up and generate the code to have them referenced on your website, calendar, funnel, or wherever you have the widget.
Upload, change, or remove a logo
Manage personal information, including name, email, phone number
Set up an email signature
Change Password
User Availability
Integrations (for Zoom and Outlook Calendar)
Set up Calendar Configurations
Email (2-way sync)
Notification settings
Here you can organize and manage your custom fields. You can create these in the form and survey builder, and they will be listed/organized here. Custom fields are used to create/capture specific fields of information in your system. If you work in a specific niche or industry and have your contacts fill out a form with specific information related to their health, income, etc. you may want that captured information to be saved in a ‘field’ in their contact record. Since the system is designed to capture general information, you can customize it to capture this more specific information.
Custom values are dynamically updating mini codes you can use in email templates, triggers, SMS, and more to pull in information. For example, you may want to have an email that pulls in the contact's first name so you can use the “contact first name” custom value which will auto-populate the first name. The template would read “Hello {{ custom_values.contact_first_name }} “ and the system would insert the appropriate first name.
This is where you add in your domain(s), or address people type into the web browser URL to visit your website.
Here you have a quick link to access your media library.
