AC
Settings
Configure your CRM workspace.
CRM Configuration
General workspace settings and branding
Lead Sources
Manage how leads enter the system
Pipeline Stages
Customize the stages of your sales pipeline
Tags
Labels for contacts, deals, and companies
Custom Fields
Add fields to any object type
Email Templates
Reusable email templates and signatures
WhatsApp Templates
Approved templates and quick replies
Permissions
Role-based access control
User Roles
Manage roles and responsibilities
API
Access tokens and webhooks
Notifications
Email, in-app, and push preferences
Integrations
Connect Slack, Gmail, Stripe, and more
Preferences
Enable smart lead scoring
Auto-score leads based on activity
Duplicate detection
Warn when creating similar records
Real-time notifications
Get pinged as things happen
Audit log
Track every change made in the workspace