Settings

On this page

• Start here
• People and structure
• The sales process
• Automation and communication
• Records and audit

Start with the overview — it maps every tab and tells you why some are missing for you.

Start here

• Settings Overview — a map of every tab, and who can see each one.
• Account Info Settings — company details, defaults and the master pause switch.
• Operation Settings — hours, holidays and incoming call handling.
• Add-Ons — the optional modules that unlock most features.

People and structure

• Users & Permissions — adding users and what each type can do.
• Enterprise Settings — locks and consistency across sub-accounts.
• Accounts List Page — managing sub-accounts.
• Billing & Self-Pay Sub-Accounts — the card ClientTether charges.

The sales process

• Sales Cycle Settings — the steps contacts move through.
• Contact Types — renaming and using the five record types.
• Custom Fields — extra fields per contact type.
• Tags — the label vocabulary.
• Lead Sources — sources, web keys and costs.

Automation and communication

• Action Plan Settings — how plans call, text and email.
• Triggers — the rules that start plans.
• Notifications — who gets told what.
• Log-a-Call & Log Codes — reason and disposition codes.
• Files — account file storage and public URLs.

Records and audit

• Audit Logs — who changed which setting.
• Announcements — in-app notices for your team.