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Account Settings

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Maria Herrell
Updated 11 months 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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