Before you begin
- Tenant admins open Settings — /dashboard/settings
- Reps see Notifications and personal tabs only
Settings tabs (admins)
- General — workspace name, timezone, default currency
- Roles — built-in and custom permission sets (/dashboard/settings/roles)
- Tags — lead and deal tag library
- Notifications — per-user alert preferences (also at /dashboard/settings/notifications)
- Pipeline — lead stage names and order
- Deal stages — deal pipeline stages (industry-aware)
- Call outcomes — disposition labels for call logging
Company profile
- Settings → Company or /dashboard/settings/company
- Company name, address, website, brand color
- Logo on forms — Pro feature; upload from Company settings
- Industry — affects deal stages and sidebar (e.g. Listings for real estate)
Common issues
- Cannot edit settings — confirm admin role or custom role with settings.view
- Listings missing — industry may not be set to real estate; update in Company
- Stage changes not showing — refresh the Leads or Deals page