As the Administrator of your Lendesk team, you have access to more settings to customize your team.
To access the Settings page, click on the profile icon and select Settings:
Team Settings
Change your team's address and contact details
Workflow
Customize the statuses available for your applications
Manage your Saved Searches
Documents
Customize your Client Agreement template
Set up and manage your document types
Referral Sources
Set up and manage your referral source categories

