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Account Settings

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Maria Herrell
Updated 1 week ago
Account Settings let administrators customize and configure your entire Pipeline CRM account with ease.

How to Access Account Settings
To access account settings, click on Settings βš™οΈ located in the lower-left corner.

What You Can Do in Account Settings
  • Personalize your company’s CRM experience (branding, notifications, etc.)
  • Manage billing and subscription options.
  • Set user permissions to control access and visibility.
  • Integrate with essential tools for your workflow.
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