Configuration
Settings
Accent color
Change the CRM accent without changing data or layout.
Density
Choose how much information fits on screen.
Theme
Light and dark modes are stored per browser for now.
Deal pipeline
Rename, reorder or add stages without changing CRM code.
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Contact statuses
These values are shared across the CRM and appear in the Contact Status dropdown.
Company card fields
Choose which fields appear in the record card and their order. Custom fields can be reused across every company record.
1Company ownerStandard
2CityStandard
3IndustryStandard
4Last ContactedStandard
5DomainStandard
Add custom field
Contact card fields
Choose which fields appear in the record card and their order. Custom fields can be reused across every contact record.
1Contact StatusStandard
2EmailStandard
3LinkedIn URLStandard
4Phone NumberStandard
5Job titleStandard
6Contact ownerStandard
Add custom field
Deal card fields
Choose which fields appear in the record card and their order. Custom fields can be reused across every deal record.
1Deal ownerStandard
2Create dateStandard
3Last activityStandard
4Deal typeStandard
5PriorityStandard
6Closed Lost ReasonStandard
7AmountStandard
8Close dateStandard
9Deal stageStandard