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Admin | Account Settings

  • How can I view my invoices?
  • Can I create an automation to trigger an email to a contact?
  • How do I change the currency in PipelineDeals?
  • How do I create an automation that assigns deal ownership when a deal stage changes?
  • When I try to add a user why does it say their email address is already in use?
  • How can I change the existing custom field type?
  • How do I adjust the number of users we are paying for?
  • How do I prevent my users from exporting their data?
  • Can a basic user add new companies, people and deals?
  • Can I get a copy of our contract with you?
  • Why aren't there custom field trigger conditions for calendar items?
  • Why can't I have several different closed lost stage categories?
  • Can I set the commission rate for my entire sales team?
  • Where can I view a pre-recorded webinar on how to set up my account settings?
  • Can I see expired goals?
  • What is a Boolean field?
  • Is it possible to create a custom field only for certain users?
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