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Set Up a Deal Type
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Support
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(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Account Setup
These are basic setting for your account such as time zone, currency symbol and date format. This is where you can change your account password.
Step 1
Step 2
Step 1
In the Action Center of the Homepage, select My Account.
Step 2
Fill in the details, email address, appropriate time zone, currency symbol, and date format.
NOTE: here you can change your password.
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