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Admin | Account Settings

  • How do I find my API Key?
  • How do I set a commission rate?
  • How do I reactivate a user?
  • Can I have users on different subscription plans at the same time?
  • Which subscription plan do I need to be on to use integrations?
  • How can I make fields required?
  • How can I view my invoices?
  • How do I create an automation that assigns deal ownership when a deal stage changes?
  • How do I change the currency?
  • How can I change the existing custom field type?
  • 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?
  • Can I get a copy of our contract with you?
  • Can a team member or team leader user add new companies, people and deals?
  • How do I prevent my users from exporting their data?
  • Why can't I have several different closed lost stage categories?
  • Can I set the commission rate for my entire sales team?
  • Can I see expired goals?
  • How do I update my credit card information?
  • What is a Boolean field?
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