Account Settings
Business profile, branding, custom values, fields and the settings that shape your account.
Modules & Fields
The Company Object Automation settings allow users to repurpose business details fields for the company.
Default activity associations help keep CRM activities connected to related Contacts, Opportunities, Companies, and Custom Object records.
Settings
Would you like to ensure you never miss a call and potentially lose business opportunities?
Authorized Representative identifies a real person who can verify and speak for the business during compliance reviews (e.g., A2P 10DLC brand/campaign...
Snapshots • Assets Protection • Internal ReuseAssets Protected Snapshots (Called "IP Protected" Earlier)Protect snapshot assets from external redistribution...
Managing user access helps protect your account and ensures each person can use the features they need.
Email signatures help keep outbound emails consistent and professional by adding your saved name, title, contact information, links, images, and other...
Notification Settings let you control how and where you receive alerts for conversations, tasks, appointments, reviews, and other supported activity.
Live Chat notifications help you stay informed when new messages arrive so you can respond quickly and keep conversations moving.