Sales Settings
Add Lead & Duplication
Overview This settings page controls how leads are created and how the system handles duplicate e...
State Action
Overview This page controls how lead states behave — what fields are required, when check-ins are...
Notifications
Overview This page controls when and how the system sends email and in-app notifications related ...
Rotation
Overview The Rotation feature automates how leads are distributed across the sales team. Instead ...
Withdraw
Overview The Withdraw settings control when leads are automatically taken back from a salesman du...
CIL
Overview CIL (Client Information Letter) settings control how and when CIL reminders are sent to ...