CRM Settings

Field Name	Type	Required	Actions
Industry	Dropdown
Company Size	Number
Lead Source	Dropdown

Member	Role	Status
JS John Smith john@example.com	Admin	Active
AW Alice Wong alice@example.com	Editor	Active
MJ Mike Johnson mike@example.com	Viewer	Pending

Get notifications for new leads and pipeline changes.

Two-way sync for meetings and appointments.

Sync your CRM contacts directly with mailing lists.

Automatically generate meeting links for calls.