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Customize your workspace from Settings.

Statuses

In Settings → Statuses you can create, edit, remove, and drag-to-reorder pipeline stages. Details: Add statuses to the pipeline.

Tags

In Settings → Tags, create tags (with colors), edit, or delete them. Step-by-step: Tags and custom fields.

Currency and valuation

In Settings → Prospects, choose the currency used for prospect valuation in the inbox and pipeline.

Snippets

In Settings → Snippets, create reusable message templates. In chat, type ; to insert a snippet. Still stuck? Contact support from the app.