Company Settings and Dropdown Values (Admins)
Your company profile, logo, legal links and the values in every dropdown.
General Settings
Settings > General Settings:
- Company Information: logo (PNG, JPG or WebP, up to 1 MB), name, email, phone, website, address, and your privacy policy and terms links. These links appear on public pages and in every contact email.
- Regional Settings: country, currency (CAD by default), time zone, date format and the company's default display density.
- Module Settings: turn the Pre-Lead module on or off.
Click Save Changes when done.
Option Master
Settings > Option Master manages dropdown values across the CRM. Categories are fixed because fields depend on them, but you can add values, set a Default, mark values Active or Inactive, and reorder them.
Lead Labels
Settings > Lead Labels: add, rename or delete the labels your team puts on leads. Renaming updates every lead; deleting removes the label from them.