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Exploring the Account Settings Area: A Comprehensive Guide to Customizing and Managing Your Account
Exploring the Account Settings Area: A Comprehensive Guide to Customizing and Managing Your Account

Manage and customize your account with the Account Settings area. Contains tools for personal settings, email/phone integrations and more

Mark Helton avatar
Written by Mark Helton
Updated over a week ago

The Account Settings area is a central location for managing and customizing all the settings for your account. In this article, we'll go through each of the sections in the Account Settings area and explain what you can do in each one.

Profile: The Profile section allows you to manage your personal settings, including your phone settings, email signature, and password management.

Email Settings: In the Email Settings section, you can integrate your outgoing email service provider with your account. This allows you to send emails from within the platform using your preferred email service.

Phone Numbers: In the Phone Numbers section, you can purchase and manage phone numbers for your account. You can also access the phone settings for each number, such as voicemail and call forwarding.

Integrations: The Integrations section allows you to connect your account with other software to enable seamless integration between the two. This can be a convenient way to streamline your workflow and reduce the need to switch between different platforms.

Team: The Team section is where you can add and manage your team members, including setting permissions for each member. This can be a useful tool for organizing your team and ensuring that everyone has the necessary access to perform their tasks.

Dialer Dashboard: The Dialer Dashboard section allows you to set hourly pay and commissions for your team. This can be helpful for tracking and managing your team's performance and ensuring that everyone is compensated fairly.

Sales Pipeline: The Sales Pipeline section allows you to create custom conversion reports for deals and tags. This can be a powerful tool for tracking and analyzing the performance of your sales pipeline and identifying areas for improvement.

Billing: The Billing section is where you can upgrade or downgrade your package to fit your needs. You can also access billing history and invoices from this section.

Credits: The Credits section is where you can purchase credits for special features, such as conversation intelligence.

API Access: The API Access section allows you to manage your API keys and access levels for integrations with other software.

Groups: The Groups section allows you to add and manage groups for your contacts. This can be a convenient way to organize and segment your contacts.

Tags: The Tags section allows you to add and manage tags for your contacts. This can be a useful tool for labeling and categorizing your contacts.

Custom Fields: The Custom Fields section allows you to add and manage custom fields and field sections for your contacts. This can be a powerful way to collect and organize additional information about your contacts.

Pipeline: The Pipeline section allows you to customize your pipelines to fit your needs. This can be a convenient way to streamline your sales process and track the progress of your deals.

Affiliate Center: The Affiliate Center is where you can earn commissions for referring new users to the platform.

Advanced Settings: The Advanced Settings section includes a variety of tools for customizing and managing your account, such as custom themes, white label domain, payment methods, and web notifications.

Payroll Settings: The Payroll Settings section includes the Time Tracker Activities and Roles, which allow you to manage and track time worked by your team.

Overall, the Account Settings area is a comprehensive tool for managing and customizing your account to fit your needs. Whether you need to manage your personal settings, integrate with other software, organize your team, track your sales

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