Company admin
Users, roles, statuses, lead routing and notifications.
- Setting up your company (owners & admins)The wizard that sets up the company from scratch: details, branding, team, lead sources and a test lead.6 min readAdmin
- "Control panel" — the company admin areaWhere users, teams, statuses, routing, notifications and company settings are managed.3 min readManagerAdmin
- Inviting team membersInvite reps and managers — several at once — and track invites not yet opened.4 min readAdmin
- Roles, permissions and lead accessWhat each role can do, who sees which leads — and how to change it.6 min readAdminManager
- Teams and hierarchyGroup reps into teams, give each a lead, and build an org structure.3 min readAdminManager
- Automatic lead routing and distributionWho gets each new lead — by campaign, source or any field (e.g. city).6 min readAdminManager
- Customising lead statusesRename, recolour and reorder statuses — or add new ones.3 min readAdmin
- Company settings: profile, language, currency and privacyName and logo, brand colour, language and time zone, AI language, products — and your plan.5 min readAdmin
- Company email notification rulesWho gets an email about a new lead, a closed deal and more — and when to stay quiet.5 min readAdmin
- Customer email look and team signaturesSender name, design, and a consistent signature for every rep.3 min readAdmin
- Activity log and restoring deleted leadsWho did what and when — and bringing back a lead deleted by mistake.2 min readAdminManager