Business Info

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Manage Settings

Here’s an overview of the company settings tab in your account settings management area.

NOTE: Depending on your user permissions, you may not have access all of the components.

Company Data

Upload, change or remove a logo. Update, change or remove company information, including name, email, phone number, website.

API Key

You can use this API Key for Zapier and API integrations.

Company Address

Setup company address and time zone. Changing the time zone will impact your triggers, appointment booking, and more.

General Settings

(toggle on or off the following):

Allow duplicate contact.
Allow duplicate opportunity.
Merge Facebook Contacts by Name.
Disable Contact Time Zone.

Call & Voicemail Settings

Upload a custom voicemail in mp3 format, and set a timeout number. The CRM will record a voicemail if the call isn’t answered before this duration.

Depreciated Features

Choose to enable or disable old features that are soon to be phased out. Workflows will be replacing campaigns and triggers in the future.

Missed Call Text Back

Missed call text back will attempt to automatically send out a text message to any phone number that is registered as a missed call in your system.

If enabled, you can customize the text message being sent.

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.