Customizations
People and Companies
Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.
Deals, Projects, Properties
Customize Segment labels, Next Steps and other settings.
Segments
Add and adjust relationship types. For example: clients, partners, buyers, sellers.
Next Steps
Create repeatable checklists you write once and use over and over.
Keep In Touch Settings
Set your automatic reminder schedule for each Stage and Segment combination.
Custom Fields
Add Custom Fields to store custom information related to your business.
Prebuilt Customizations
Select an industry-based setup to refine and make your own. Rollback previous setups.
Accounting and Compliance
Enable GDPR compliance settings, set currency, set fiscal year.