Account Settings Overview

Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have 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.

Profile

• Upload, change, or remove a logo
• Manage personal information, including name, email, phone number
• Set up email signature
• Change Password
• User Availability
• Integrations (for Zoom and Outlook Calendar)
• Set up Calendar Configurations

Business Info

• Manage company information such as logo, company name, email, phone, and website
• API Key: You can use this for Zapier and API integrations
• Call and Voicemail Settings
• Company Address
• Enable / Disable Depreciated Features
• 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

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