CRM Settings
Configure your workspace, pipelines, and team roles.
Pipeline Configuration
Define the stages for your sales process.
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2
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7
User Roles & Permissions
Manage access levels for your team.
Admin
Full access to settings, billing, and all data.
2 Users
Sales Representative
Can view and edit own leads/deals. Read-only on reports.
8 Users
Automation & Notifications
Set up automated actions.
Round-robin assignment for new web leads.
Receive daily digest of new activities.
Notify when a deal hasn't moved in 14 days.