Select a report type and configure the date range and filters, then save to your report library. Save Report

Manage the stages that deals progress through. Changes apply to all new and existing deals. Add Stage

Configure the sources from which leads are acquired. Disable sources to hide them from the lead creation form. Add Source

Assign roles to users: Admin, Sales Manager, Sales Rep, or BDR. Role determines access level across the CRM.

All create, update, and delete events are logged here with user attribution for compliance purposes.

Configure system-wide settings including currency, locale, and data export defaults. Save Preferences