The General Settings section allows you to configure and customize your platform preferences to align with your business needs.
Key Features
Set Up Business – Configure company details, branding, and core settings.
Set Up Your Team – Manage users, roles, and permissions.
Profile – Update personal and business profile details.
Email – Manage email settings, sender details, and templates.
SMS – Configure SMS gateways and messaging preferences.
CMS – Control content management and customization.
Notifications – Set up alerts for campaigns, leads, and customer interactions.
Menu – Customize navigation and menu structure.
Fields – Define and manage custom fields for data collection.
Configurations – Adjust platform-wide settings for optimal functionality.
Integrations – Connect third-party tools and automate workflows.
How to Access General Settings
Go to Management > General Settings.
Select the category you want to modify.
Save changes to apply updates.
For detailed steps, visit How to Configure General Settings?
Quick Tips
✅ Regularly review settings for optimal performance.
✅ Assign appropriate roles and permissions for team members.
✅ Keep integrations updated for seamless operations.