Admin | Account Settings
- What is the difference between Executive, Team Leader and Team Member roles?
- How can I make fields required?
- How do I adjust the number of users we are paying for?
- Can I have users on different subscription plans at the same time?
- Can I put my account on hold?
- How do I find my API Key?
- How do I set a commission rate?
- How do I reactivate a user?
- Which subscription plan do I need to be on to use integrations?
- How can I view my invoices?
- How do I create an automation that assigns deal ownership when a deal stage changes?
- How do I change the currency?
- How can I change the existing custom field type?
- When I try to add a user why does it say their email address is already in use?
- Can I get a copy of our contract with you?
- Can a team member or team leader user add new companies, people and deals?
- How do I prevent my users from exporting their data?
- Why can't I have several different closed lost stage categories?
- Can I set the commission rate for my entire sales team?
- Can I see expired goals?