Settings
Manage your workspace configuration
Company Information
Click to upload or drag and drop
PNG, JPG up to 2MB
Team Members
| Member | Role | Status | Invited | Actions |
|---|---|---|---|---|
Alex Morgan alex.morgan@salescrm.com |
Active | Jan 5, 2026 | ||
Sarah Miller sarah.miller@salescrm.com |
Active | Jan 10, 2026 | ||
Mike Johnson mike.j@salescrm.com |
Active | Feb 1, 2026 | ||
Lisa Chen lisa.chen@salescrm.com |
Active | Feb 15, 2026 | ||
Tom Wilson tom.w@salescrm.com |
Pending | Mar 18, 2026 |
Pipeline Stages
Drag to reorder stages. Set probability and color for each stage.
Lead
10%
Qualified
30%
Proposal
50%
Negotiation
75%
Closed Won
100%
Closed Lost
0%
SMTP Configuration
Email Signature
Connected Integrations
Gmail
Connected
Outlook
Disconnected
Slack
Connected
Zapier
Connected
Mailchimp
Disconnected
Custom Fields
Industry
Dropdown
Lead Score
Number
Website URL
URL
Company Size
Dropdown
Annual Revenue
Currency
Referral Source
Text
Contract End Date
Date