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Settings
Customize your business profile & branding
Business Settings
CRM Tab Controls
Toggle which tabs are visible in the CRM sidebar. Save settings to apply.
Pipeline
Dashboard
Leads
Tasks
Proposals
Invoices
Contractors
Create User Account
Invite a new user and set a temporary password to share with them.
User Access Management
Select a user to grant/revoke CRM access and control which features they can see.
No users found.