Settings
Settings is where administrators configure how the workspace behaves — roles and access, the pipelines and statuses records move through, the extra fields and tags available on them, reusable email templates, and importing or exporting data. It is reached from Settings at the bottom of the left navigation, and opens as a row of tabs.
Settings tab | What you configure there | Guide |
|---|---|---|
General | Workspace-level preferences, such as the currency amounts are shown in. | |
Roles & Permissions | Which roles exist, what each one may do, and who is assigned. Roles can be refreshed from Jira. | |
Data Administration | Import and export records as CSV, per module. Leads, Contacts, Companies and Products are supported; Deals is marked Soon. | |
Deals | Pipelines and the stages inside them, with probability and colour per stage. | |
Leads | Lead statuses and lead sources, including which count as open or closed. | |
Custom Fields | Extra fields for Leads, Deals, Contacts, Companies and Products. | |
Tags | The tag vocabulary for each module, and how many records use each tag. | |
Email Templates | Reusable email bodies that can be inserted from any record, kept private or shared with the workspace. |
Importing and exporting data
CSV import and export live under the Data Administration tab, which keeps a history of past jobs with their status. Each module also has an Import button on its own list page, which opens the same wizard.
Deals import is not available yet — the tab shows it as Soon.