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 ⚙️ 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.