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Alexander Porter
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Dashboard
Default Dashboard
Medical Dashboard
Sales Dashboard
Payment Dashboard
Page Layouts
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Settings
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Account Settings
1.0.25 Source
Admin Dashboard
Customize your sales process
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Default language used when you create a new user, To change your language, visit your
personal settings
.
Currency
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Silver Ounces
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Euro
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Special Drawing Right (IMF)
Silver Ounces
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The currency you use with own customers.
Timezone
Choose a Timezone
(GMT -12:00) Eniwetok, Kwajalein
(GMT -11:00) Midway Island, Samoa
(GMT -10:00) Hawaii
(GMT -9:30) Taiohae
(GMT -9:00) Alaska
(GMT -8:00) Pacific Time (US & Canada)
(GMT -7:00) Mountain Time (US & Canada)
(GMT -6:00) Central Time (US & Canada), Mexico City
(GMT -5:00) Eastern Time (US & Canada), Bogota, Lima
(GMT -4:30) Caracas
(GMT -4:00) Atlantic Time (Canada), Caracas, La Paz
(GMT -3:30) Newfoundland
(GMT -3:00) Brazil, Buenos Aires, Georgetown
(GMT -2:00) Mid-Atlantic
(GMT -1:00) Azores, Cape Verde Islands
(GMT +0:00) Western Europe Time, London, Lisbon, Casablanca
(GMT +1:00) Brussels, Copenhagen, Madrid, Paris
(GMT +2:00) Kaliningrad, South Africa
(GMT +3:00) Baghdad, Riyadh, Moscow, St. Petersburg
(GMT +3:30) Tehran
(GMT +4:00) Abu Dhabi, Muscat, Baku, Tbilisi
(GMT +4:30) Kabul
(GMT +5:00) Ekaterinburg, Islamabad, Karachi, Tashkent
(GMT +5:30) Bombay, Calcutta, Madras, New Delhi
(GMT +5:45) Kathmandu, Pokhara
(GMT +6:00) Almaty, Dhaka, Colombo
(GMT +6:30) Yangon, Mandalay
(GMT +7:00) Bangkok, Hanoi, Jakarta
(GMT +8:00) Beijing, Perth, Singapore, Hong Kong
(GMT +8:45) Eucla
(GMT +9:00) Tokyo, Seoul, Osaka, Sapporo, Yakutsk
(GMT +9:30) Adelaide, Darwin
(GMT +10:00) Eastern Australia, Guam, Vladivostok
(GMT +10:30) Lord Howe Island
(GMT +11:00) Magadan, Solomon Islands, New Caledonia
(GMT +11:30) Norfolk Island
(GMT +12:00) Auckland, Wellington, Fiji, Kamchatka
(GMT +12:45) Chatham Islands
(GMT +13:00) Apia, Nukualofa
(GMT +14:00) Line Islands, Tokelau
The timezone is important for reminders and calendar synchronization.
Privacy
File Sharing
Everithing is sharing
Bcc emails can be automatically attached to leads of other users if no leads were found for the sending the email.
Get more advanced privacy settings
Client folders sharing
Client Folders are shared between all users
Hide users directory
Only avalilable if privacy mode is set to: Only admins can see others leads.
Allow app support team to access this account for a better customer support experience.
Lead and prospecting list assignment
Only admins can assign unassigned leads
Only admins can reassign or prospecting list
Other
When a leads status changes to WON, automatically move it the last step
Prevent BCC emails from being automatically attached to closed (won, lost, canceled) leads.
Automatically add missing default fields when creating a lead from an email or a business card
Remove the cents on the leads amounts
Theme Customizer
Customize & Preview In Real Time
Layout Options
Collapsed Sidebar
Theme Colors
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