Settings
February 11, 2020Overview
ClientTether is known for being dynamic and allowing you to customize the software to best suit your needs.
To fully take advantage of that we provide access to a series of settings.
What settings are available are dependent on the type of account you have and what type of user you are.
Please note: Documentation on account Settings is a work-in-progress as we continually evolve to provide the highest level of support to our clients. If you do not find information noted within the User Manual for a specific feature, please connect with your ClientTether CSM for further assistance.
Topics
- Account Info
- Account
- ActionPlans
- Add-Ons
- Announcements
- API
- Billing Info
- Custom Fields
- Email (SMTP & IMAP)
- Email Signature
- Enterprise
- Files
- Hosted Pages
- Lead Routing
- Lead Sources
- Log Codes
- Notification
- Operation
- Opportunity Settings
- Parser
- Proposal Settings
- Reputation Management
- Sales Cycle
- Sub Account Self Pay
- Tags
- Users