Settings & Integrations

Meta, pipeline, qualification, CAPI, billing and account.

Qualification Builder

Define qualification fields, scoring and routing rules.

Round Robin

Automatic lead distribution across your sales team.

Meta & CAPI

Connections, event mapping and delivery logs.

Pipeline

Stages, lost reasons and win probability defaults.

Billing

Plans, seats, Meta accounts and invoices.

Account

Profile, security, workspace and danger zone.