Account Settings is where admins configure the whole account. This article maps every tab so you can find the setting you need without hunting for it.
Before you start: Most settings on this page require Account Admin permissions.
To open Account Settings, click Settings ⚙️ in the lower-left corner.
General
Your account's identity, your people, and your look and feel.
Section
What you set there
Account Details
Company name, industry, and technical contact
Global Navigation
Reorder, rename, or hide the tabs in the top navigation — see Customize Your Global Header
Users
Add and manage users, teams, roles, and security — see User Management, Understand User Roles and Permissions, Adding new users, Managing Teams
Colors & Branding
Your logo and header color — see Colors & Branding
Currencies
Which currencies your account uses — see Multi-currency
Performance Lanes
Categorize deal revenue — see Revenue Types
Search Settings
Which fields the global search looks at — see Universal Search
eSign
Set up electronic signatures — see Request eSign using Pipeline CRM
Billing
Section
What you set there
Subscription
Your plan, billing cycle, license count, and add-ons — see Account Plans and Pricing, Payment & Billing
Payment info
Card details and billing address
Use Update Subscription to change your plan or license count. Reducing licenses is what actually lowers your bill — see Removing a License. To pause or close the account, see Pause or Cancel Your Account.
Section
What you set there
Email Settings
Account-wide email tracking, automatic activity creation, and attachment saving — see Email Settings
Campaigns
Defaults for email campaigns — see Email Campaigns Overview
Signature Types
The signature options available to your users — see Set Up Your Email Signature
Data Entry
Everything about the fields and forms your team fills in.
Section
What you set there
Custom Fields
Create fields, groups, calculations, and visibility rules — see Create and Manage Custom Fields, Custom Field Groups, Advanced Visibility For Custom Fields, Calculated Fields
Add/Edit Forms
Which fields appear on the create and edit forms, and in what order — see Form Settings
Quick Add Form
The fast create form in the + menu — see Quick Add Form
Conditional Fields
Rules that make fields required, reviewed, or disabled — see Conditional Fields
Conditional Dropdowns
Rules that show or hide dropdown options — see Conditional Dropdowns
QuickFills
Templates that pre-fill a set of fields at once — see Use Quickfill Templates to Auto-Populate Fields
Activities
Section
What you set there
Categories
How logged activities are classified — see Activity Categories
Types
The task and event types your team can choose — see Task & Event Settings
Priorities
Priority labels for tasks and events — see Task & Event Settings
Statuses
Activity status options
To-do Templates
Reusable sets of tasks — see To-do Templates
Postpone & Duration
Default snooze periods and event lengths — see Postpone and Duration Periods
Deals
Section
What you set there
Won Reasons
Why deals are won — see Deal Stages
Loss Reasons
Why deals are lost — see Deal Stages
Pipelines & Stages
Your pipelines, stages, and probabilities — see Deal Stages and Multiple Pipelines
Statuses
Deal status options — see Deal Status
Shared Lists
Deal lists shared with external SuperShare users — see SuperShare
Amount Automation
Calculate deal amounts automatically — see Automate Deal Amounts with Calculated Custom Fields
People
Section
What you set there
Person Statuses
Single-value status labels for people — see Person Statuses
Lead Sources
Where your leads and deals come from — see Lead Sources
Projects
Section
What you set there
Project Templates
Reusable project structures — see Create and Manage Project Templates
Milestone Statuses
Status options for project milestones — see Customize Milestone Statuses for Projects
Profile Page
How company, person, and deal profile pages are laid out.
Section
What you set there
Edit Mode
Whether users can rearrange their own profile pages — see Customize Profile Page Layout
Details Section
Which fields appear in the Details tile — see Customize Details Layouts for Deals, People, and Companies
Badges
Up to three fields pinned to the profile header for one-click copying — see Set Up Profile Badges for One-Click Copying
API
Section
What you set there
API Integrations
Connected API applications — see API
API Keys
Generate and manage keys — see API
Onboarding
Section
What you set there
Regional Defaults
Account-wide time zone, date, and time formats — see Change Your Date and Time Format
Default List View
The list view new users start with — see Customize and Save List Views
Training Videos
Which training content your users see
Other
Everything else that's account-wide.
Section
What you set there
Tags
Create the tags your team applies to people, companies, deals, and files — see Person Tags and Add Tags to Files
Files
File storage and upload settings — see View and Manage Your Files
App Store
Third-party integrations — see the Integrations section
Data Exports
Account-wide export history, on accounts where it's enabled
Automations
Trigger-and-action rules — see Automations Overview and Automations Examples
Recent Updates
What's new in the product
Web-to-leads
Forms that create records from your website — see Web-to-Leads
Tip: Looking for your own preferences — appearance, notifications, or your password? Those live under My Profile in the top-right corner, not in Account Settings. See Manage Your Profile Settings.
Need help? Contact support at customercare@pipelinecrm.com.