1. Overview
  2. Settings
  3. Settings Overview

Settings Overview

Here’s an overview of your account settings. Some of this is basic information, yet it’s critical for a good foundation to be set up for success with 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.

Business Profile

  • 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

My Staff

Team Management

  • In this section, you can add or remove users from your account. You can add a personal logo for each user too. Please fill out the basic information for each employee: 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 the campaigns they are assigned to.
  • You can also assign a specific calendar to the user.
  • Permissions: You can only 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 as a general user or an admin. Again, you can only access 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. 

Pipelines

  • 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, then sold. You can customize this section and the pipeline stages however makes sense for your business.

Calendars

  • 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.

Phone Numbers

  • In this section, you can manage your system's phone number(s).
  • You can add outbound numbers, forwarding numbers, and number pools.

Reputation Management

  • 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 if your Google and Facebook are 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.

Profile

  • 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

Custom Fields

  • Here you can organize and manage your custom fields. You can create these in the form and survey builder; they will be listed/organized here. Custom fields create/capture specific information fields in your system. Suppose you work in a specific niche or industry and have your contacts fill out a form with specific information about their health, income, etc. In that case, you may want that information captured 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

  • Custom values dynamically update mini codes in email templates, triggers, SMS, and more to pull in information. For example, you may want 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.

Domains

  • This is where you add your domain(s) or address people type into the web browser URL to visit your website.

Media

  • Here you have a quick link to access your media library.

Url Redirects

  • In this section, you can create URL redirects and will show URL redirects you have already set up.

Integrations

  • View a list of available integrations for your system. Click “Connect” to start the process. (You may be redirected to log in to that third-party system, such as Google or Facebook, to allow the integration). Most common integrations include Google (to sync with calendar appointments), Facebook (to sync with ads), Instagram (for direct messaging), and Stripe (to sync for payments).

Facebook Form Fields Mapping

  • This section will work only if you have the Facebook integration setup. If you’re running Facebook leads and using Facebook forms, you can map the fields from Facebook into the system. You will need to map the fields to work properly in the system.

Email  Services

  • This is where you can add an email, set up a forwarding address, and set up a BCC for all emails. Check out specific SMTP and Mailgun-related tutorials.

Tags

  • Tags are a great way to organize contacts. Tags can be used to sort lists of prospects vs. cold leads, different groups of clients, sort contacts by how they came into your system, and more. Tags can be used to trigger events in the system. Here, you can manage your list of tags.

Audit Logs

  • You can view the logs for various contact-related activities, including calendar events, Opportunities, and Communication. This can help identify and understand the sources of changes in the system. 

Companies 

  • Create & associate companies with contacts.
  • Associate contacts with companies based on the contact’s business name field value.
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