All settings

This is the location in the CRM where all the Setting and configuration tools can be accessed centrally.

From Home screen click on All settings… to go to Settings page.

  1. Profile 

    Contains modules which help you to manage your personal account

    1. Personal information
    2. Password
    3. Manage Notification
    4. Email Signature
    5. Email Accounts
    6. Email Capture Accounts
  2. Marketing

    1. Groups
    2. Source
    3. Marketing Templates
    4. Library
    5. Lead Score
    6. Tracked Website
  3. User And Security

    1. Users
    2. Security Levels
  4. Data

    1. Import 
    2. Filters
    3. Export
    4. Recycle Bin
    5. Find Duplicates
  5. Customization

    1. Change Logo
    2. Database
    3. Workflows
    4. Relations
    5. Auto-Fill Values
    6. Note Type
    7. Corporate Currency
  6. Integration

    1. Microsoft Outlook
    2. Microsoft Exchange
    3. Social Media
    4. Generate API Key
    5. Email Integration

7.  Payment Details

1.  My Payment details

8.  Subscription

    1. Upgrade Subscription
    2. Cancel Subscription
    3. Subscription Details
    4. Purchase Email Credits
    5. Purchase Phone Credits
    6. Purchase Training
    7. Update Billing info

9.  Subscription

    1. Call Settings
    2. Call Scripts