Admin | Account Settings
- Adding new users
- What is the difference between Executive, Team Leader and Team Member roles?
- How do I cancel my account?
- How do I find my API Key?
- How do I delete or remove a user?
- Can I create recurring goals?
- How do I add custom fields?
- Why am I not seeing a user listed in the API section of my account settings?
- Is there a Company Source option? I only see it for People and Deals.
- Do you have a referral program?
- Can I change or add colors to Deal Status?
- If I deactivate a user will I lose their data?
- Can a person be attached to multiple companies?
- How do I set a commission rate?
- How do I update my credit card information?
- What is a Boolean field?
- Which subscription plan do I need to be on to use integrations?
- Can I put my account on hold?
- How do I reactivate a user?
- How can I make fields required?