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Admin | Account Settings

  • Is it possible to create a custom field only for certain users?
  • Can I put my account on hold?
  • Can a person be attached to multiple companies?
  • Can I change or add colors to Deal Status?
  • Do you have a referral program?
  • Is there a Company Source option? I only see it for People and Deals.
  • If I deactivate a user will I lose their data?
  • Why am I not seeing a user listed in the API section of my account settings?
  • Can I create recurring goals?
  • How do I delete or remove a user?
  • How do I cancel my account?
  • What is the difference between Executive, Team Leader and Team Member roles?
  • Adding new users
  • 1
  • 2

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