Settings

YO

Workspace

Basic info shown in the sidebar and headers.

Pipeline stages

Rename or reorder to match your sales process.

Salespeople

Assign contacts and deals to team members.

SJ
Sarah Jenkins
MR
Mike Ruiz
AK
Aisha Khan
LM
Leo Martin

Contact fields

Extra columns that appear on your contact list.

SourceselectReferral, Website, Cold Call, Event, Partner
Industrytext

Deal fields

Extra details you can fill in on any deal.

Product / Servicetext
ConfidenceselectLow, Medium, High, Committed

Your data

Everything is saved locally in your browser.