Admin Tutorials | Account Settings
To access Account Settings, you must be have Admin permissions in Pipeline CRM. Go to Settings, located in the lower left corner of the app.
- General
- Account Details
- Global Navigation
- Users
- Colors & Branding
- Currencies
- Performance Lanes
- Search Settings
- Instant Docs
- eSign
- Email Settings
- Data Entry
- Custom Fields
- Add/Edit Forms
- Profile Pages
- Quick Add Form
- Conditional Fields
- Conditional Dropdowns
- QuickFills
- Activities
- Categories
- Types
- Priorities
- To Do Templates
- Postpone & Duration
- Deals
- Won Reasons/Loss Reasons
- Pipelines & Stages
- Revenue Types
- Statuses
- Shared Lists
- Amount Automation
- People
- Person Statuses
- Lead Sources
- Projects
- Profile Page
- API
- API Integrations and API Keys
- Onboarding
- Onboarding List Defaults
- Other
- Tags
- Files
- App Store
- Automations
- Recent Updates
- Web to Leads
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