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
- Email Templates
- Add/Edit
- 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
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.
