Settings Overview

How do settings help me tailor dashboard to my needs?

The settings page is where you'll find everything you need to customize dashboard. The settings link is located on the top right of the application, under the dashboard welcome message.


Once redirected to the settings page, users can select Leads Setup, Leads Sources, To-do Templates, Tags and Currency.

  • Click on Leads Setup to manage sales processes and apply to-do templates.

  • Head directly to To-do Templates to organize tasks and keep sales teams on the right track.

  • Tags highlight words associated with leads that enable easier filtering and faster lead searching.

  • Multiple Currency Support is readily available via two clicks of a mouse so that deals can be closed in everything from Krone to Yen.

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