The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate on the left panel, scroll down and click on settings.
What you can set as per your agency requirements?
- Integrations- Connect Account, RingCentral, Lightspeed Voice, Thanks.io, Zapier, Slybroadcast, Tranzpay.io, QuoteRush, Google My Business.
- Website Widgets ( For Admin only )
- Restrictions ( For Admin only )- Admin can restrict access of any agent for the following actions-
Contact Delete, Deal Card Delete, Templates Add/Edit/Delete, Lead Source, Edit/Delete Notes.
Add/Edit/Delete, Download, Checklist, Tags, Labels, and Policy Delete
- Upload File
- Configuration- Mandatory Fields ( For Admin only ), Modules, Smart Search ( For Admin only )
- Refer IM
For admin and agent, settings options will be different. Options will be limited in case of agent.
For admin, they will have the following options:
For agent, they will have the following options: