Settings
General Settings
Regional Settings
24-Hour Time Format
Use 24-hour clock instead of AM/PM
Auto-detect Location
Automatically set timezone based on location
Email Notifications
New Lead Assigned
Get notified when a lead is assigned to you
Deal Won
Celebrate when deals are closed successfully
Task Reminders
Receive reminders for upcoming tasks
Weekly Summary
Get a weekly digest of your activities
Push Notifications
Enable Push Notifications
Receive real-time updates on your device
Pipeline Stages
Customize your sales pipeline stages and probabilities
Prospecting
Initial contact and research
Qualification
Assessing fit and budget
Proposal
Presenting solution and pricing
Negotiation
Final terms and conditions
Pipeline Settings
Auto-move Stale Deals
Automatically move deals inactive for 30+ days
Require Win/Loss Reason
Mandatory reason when closing deals
Workflow Automation
Automate repetitive tasks and streamline your workflow
Welcome Email
Send automatic welcome email to new leads
Follow-up Reminder
Create task after 3 days of no activity
Connected Integrations
Gmail
Connected • Last synced 2 hours ago
Google Calendar
Not connected
Slack
Not connected
Available Integrations
Mailchimp
Email marketing automation
Excel
Import/export data seamlessly
Security Settings
Two-Factor Authentication
Add an extra layer of security
Login Notifications
Get notified of new login attempts
Session Timeout
Auto-logout after 30 minutes of inactivity
Password & Access
Change Password
Last changed 45 days ago
Active Sessions
Manage your active login sessions