Settings and team

Your business profile, people, roles, channels, tags and billing.

Roles and permissionsSet who can see and do what in your workspace using preset or custom roles.
Add and manage locationsAdd multiple stores or offices and set their contact details and hours.
Manage tagsCreate, rename, or delete tags to organize your contacts and workflows.
Save canned repliesSave common messages so your team can send them quickly in the inbox.
Website trackingAdd a tracking code to your website to see where leads come from.
Your plan and billingView your plan, usage, invoices, and payment method in one place.
Workspace settingsSet your workspace name, default quiet hours, and access rules.