Admin | Account Settings
Is it possible to create a custom field only for certain users?
Can I see expired goals?
Why can't I have several different closed lost stage categories?
How do I prevent my users from exporting their data?
Can I get a copy of our contract with you?
Can I set the commission rate for my entire sales team?
Can a team member or team leader user add new companies, people and deals?
When I try to add a user why does it say their email address is already in use?
How do I adjust the number of users we are paying for?
How can I change the existing custom field type?
How do I create an automation that assigns deal ownership when a deal stage changes?
How do I change the currency?
How do I reactivate a user?
Can I put my account on hold?
Can a person be attached to multiple companies?
What is a Boolean field?
Is there a Company Source option? I only see it for People and Deals.
How can I make fields required?
Do you have a referral program?
If I deactivate a user will I lose their data?
Can I create recurring goals?
How do I delete or remove a user?
How do I find my API Key?
How do I cancel my account?
What is the difference between Executive, Team Leader and Team Member roles?
Adding new users