Workspace settings

A few thoughtful preferences. A workspace that feels like yours.

Business profile

Business name *

Business type

These settings belong to your account, not a shared organization.

Workspace timezone

Deal currency

Changes the display currency; existing values are not converted.

Date display

Dates use a readable month/day format; appointment times use your timezone.

Theme

Saved on this device

In-app remindersOverdue work and open support requests. No email or push notifications.Manage account connections →Team & permission settings →

Won and Lost are fixed outcome stages. Other stages can be added or removed when unused.

NewQualifiedProposalNegotiationWonLost