The Company Settings Page allows Company Administrators to configure and manage key CRM settings for their organization. From this page, administrators can customize sales processes, manage contact and account-related settings, configure lead tracking options, define user access permissions, and tailor AccountableCRM to match their company's workflow.
Use the available sections to access and manage the settings that support your organization's CRM operations.
CRM Settings
Selling System
Manage the sales methodologies and selling systems used within your organization. These settings help standardize how users track and manage sales opportunities throughout the sales process.
👉 Learn more: How to Create a Selling System by Company Admin?
Tags
Create and manage tags that can be assigned to contacts, accounts. Tags help organize data and make it easier to filter and locate information.
👉 Learn more: How to use the Company Tags?
Accounts
Manage account-related settings and maintain account records used throughout AccountableCRM.
👉 Learn more: How To Create an Account as a Company Admin?
Custom Fields
Create and manage custom fields to capture information specific to your organization's business processes. Custom fields allow you to extend standard CRM records with additional data.
👉 Learn more: How to Manage the Custom Fields by Company Admins?
Lead Sources
Manage the lead source options used to track where leads originate. Lead sources help measure marketing effectiveness and understand how prospects enter your sales pipeline.
👉 Learn more: How to Create a Lead Sources by Company Admin?
Lead Stages
Configure the stages used to track lead progress throughout your sales process. Lead stages help users monitor and manage leads from initial contact through conversion.
👉 Learn more: How to Create a Lead Stages by Company Admin?
TBD Stages
Manage the TBD (To Be Determined) stages used within your organization's workflow. These stages help categorize records that require additional qualification or review.
👉 Learn more: How to Use a TBD Stages by Company Admin?
Interest Rates
Manage the interest rate options available within AccountableCRM. These settings help maintain consistency when working with financial and lending-related information.
👉 Learn more: How to Manage a Interest Rates by Company Admin?
Pipeline Customization
Customize your CRM pipeline to match your organization's sales and business processes. Pipeline customization helps teams track opportunities using stages that reflect their workflow.
Access Settings
User Roles
Create and manage user roles and permissions within your organization. User roles help control access to features, data, and administrative functions throughout AccountableCRM.
👉 Learn more: How to add Roles & Permissions to LO's in the company?
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
- Accountable Support