Set Up your Organisation
All settings under "Organisation", for those with Business Admin Access
By Erica and 5 others6 authors13 articles
Changing your Company's Branding
Adding Website Plugins from Trail
How Do I Organize Teams, Permissions, and User Access Levels?
Assigning New Leads Through the Client Portal
How Do I Customise Client Document Types?
Customising your Pipelines
Customising your Activities
Customising your Profile (Referral) Sources
Custom Profile Tags
Custom Automations
Custom Email Templates
How to connect your organisation's Shared Email Integration
Using Single Sign-On in Trail