Nested settings guides
Browse additional feature and integration settings.
Saving, connecting or testing can change account data.
Project templatesAccount Settings → Features Settings → Project ManagementManage a project templateProject Management → Project Templates → open a templateProject stage settingsProject Management → open a template → Add Stage or EditDeal analytics settingsAccount Settings → Features Settings → Deal AnalyticsTimeclock settingsAccount Settings → Features Settings → TimeclockGoogle Ads lead-form integrationAccount Settings → Integrations → Google-AdsGoogle Ads API and conversion integrationAccount Settings → Integrations → Google-Ads ConversionIndiaMART integrationAccount Settings → Integrations → IndiamartTradeIndia integrationAccount Settings → Integrations → TradeIndiaZapier integrationAccount Settings → Integrations → ZapierPhonePe payment gatewayAccount Settings → Integrations → PhonePe (PG)Stripe payment gatewayAccount Settings → Integrations → Stripe (PG)Razorpay payment gatewayAccount Settings → Integrations → Razorpay (PG)Follow-up Intelligence settingsAccount Settings → Features Settings → Follow-up IntelligenceSubscription typesAccount Settings → Features Settings → SubscriptionsCRM templatesAccount Settings → Features Settings → TemplatesEdit a CRM templateTemplates → open a template → EditSMS sender IDs and template approvalAccount Settings → Features Settings → SMSCustom telephony accountsAccount Settings → Features Settings or Gateways → Telephony CustomDialer settingsAccount Settings → Features Settings → Dialer → SettingsTravel settingsAccount Settings → Features Settings → Travel SettingsTravel template library and playbookTravel Settings → Open Travel TemplatesTravel product libraryTravel Settings → Open Travel ProductsTravel itinerary listTravel Settings → Open ItinerariesTravel aggregator integrationsAccount Settings → Integrations → Travel AggregatorsAPI keysAccount Settings → Developers → API KeysEngage websitesAccount Settings → Features Settings → EngageEngage widget settingsEngage → website → Manage Settings → WidgetEngage distribution and install codeEngage → website → DistributionEngage lead routingEngage → website → Lead RoutingEngage contact formEngage → website → Contact FormEngage AI ChatEngage → website → AI ChatEngage WhatsApp actionEngage → website → WhatsAppEngage popup screenEngage → website → Popup ScreenEngage small popupEngage → website → Small PopupEngage splash screenEngage → website → Splash ScreenEngage exit screenEngage → website → Exit ScreenEngage privacy and conversion settingsEngage → website → Other SettingsInvoicing workspaceSwitch app → InvoicingQuotes listInvoicing workspace → QuotesInvoices listInvoicing workspace → InvoicesSubscription registerInvoicing workspace → SubscriptionsCreate a customer subscriptionInvoicing workspace → Subscriptions → Create subscriptionRecord customer ledger fundsInvoicing workspace → Manage fundsSettle a customer invoiceInvoicing workspace → Settle invoiceCustomer ledger transactionsOpen a customer’s ledger transactions from its account or invoicing workflowInventory workspaceSwitch app → InventoryInventory product listInventory → Product ListProduct categoriesInventory → Manage Products or Product List → CategoriesCategory items and item creationProduct Categories → select category → Manage ItemsProduct item detailsInventory → Product List → open an itemInventory stock audit trailOpen an inventory item → Audit TrailPurchase order listInventory → PO ListCreate or review a purchase orderInventory → New Purchase Order, or open an order from PO ListReceive purchase order stockInventory → PO List → finalized order → receive stockWhatsApp campaigns and reportingSwitch app → WhatsAppCreate a WhatsApp campaign from a CRM filterWhatsApp → Send MessageCreate a WhatsApp campaign from an uploaded audienceWhatsApp → Send Message → Upload Excel / CSVWhatsApp campaign reportsWhatsApp → Campaign ReportsWhatsApp campaign delivery reportCampaign Reports → open a campaign’s delivery reportWhatsApp audience compilation exclusionsCampaign delivery report → Audience exclusionsWhatsApp analyticsWhatsApp → AnalyticsEmail campaignsSwitch app → EmailEmail groups and CRM filtersEmail → Email GroupsCompose an email campaignEmail → New CampaignReview and schedule an email campaignEmail → New Campaign → Send Email (review step)Email campaign registerEmail → CampaignsEmail campaign detailsEmail → Campaigns → select campaign nameEmail logsEmail logs report (/v4/email/reports-logs.php; access depends on permissions)SMS workspaceSwitch app → SMSSMS groupsSMS → Manage GroupsAdd SMS group membersSMS → Manage Groups → Add MembersSMS group CRM querySMS → Manage Groups → CRM Query group → Edit QueryCompose and send SMSSMS → Send SMSSMS campaign reportsSMS → Campaign ReportsSMS logsSMS → SMS LogsHelpdesk workspaceSwitch app → HelpdeskCreate a support ticketHelpdesk → Create TicketFind and manage ticketsHelpdesk → Manage TicketsTicket workspace and customer contextHelpdesk → Digest or Manage Tickets → open a ticketTicket conversation and replyHelpdesk → open a captured ticket → ConversationInternal notes, watchers and attachmentsHelpdesk → open a ticket → Internal Notes / History & links / AttachmentsTicket status, approvals and ownershipHelpdesk → open a captured ticket → ConversationLink, merge, split and clone ticketsHelpdesk → open a captured ticket → Conversation → Link/Merge or SplitRecord time against a ticketHelpdesk → open a ticket → Ticket ClockHelpdesk knowledge baseHelpdesk → Knowledge BaseAssignments workspaceSwitch app > AssignmentsFind assignmentsSwitch app > Assignments > ReportsCreate an assignmentAssignments > Create AssignmentReview and update an assignmentAssignments > Reports > open an assignment IDAssignment types and TeamSpoor mappingAccount Settings > Features Settings > AssignmentsProject management workspaceSwitch app > ProjectsCreate a project taskProjects > choose Project > Add TaskProject task details and actionsProjects > open a task cardProject management reportsProjects > ReportsProject report task listsProject Management Reports > select a metric or All TasksTelephony workspaceSwitch app > TelephonyProvider call logsTelephony > Call LogsMobile call-sync logsTelephony > Mobile SyncIVR menusTelephony IVR page (/v4/telephony/ivrs.php, if available)Build an IVR flowIVR > select an IVR nameIVR audio filesIVR flow > Upload Audio FileIVR service settingsProvider IVR settings (/v4/telephony/settings-telephony.php, if available)Dialer queues and workspaceSwitch app > DialerFind dialer queuesDialer > My QueuesCreate or manage a dialer queueDialer > Create Queue, or My Queues > manage a queueImport a dialer CSVDialer > Import CSVWork a dialer queueDialer > WorkspaceDialer telephony and Power modeDialer > Workspace > an AUTO working queueDialer outcomes, callbacks and CRM promotionDialer > Workspace > claimed prospect > Wrap-up