Profile & Workspace

The Settings area is where you configure your account and your workspace. Settings is organised into tabs — this page covers the personal and workspace tabs and points to where the rest are documented.

Profile

Settings → Profile holds your personal details — your full name and your time zone. Your time zone affects how dates, due times, and scheduled sends are displayed to you.

Workspace

Settings → Workspace controls the workspace itself: its name, which your whole team sees in the sidebar, and the custom fields available on account records.

Notification preferences

Settings → Notifications is where you choose which events notify you and through which channel — in-app, by email, or both. Notifications cover AI suggestions, at-risk deals, the daily briefing, and billing events.

Defaults

Settings → Defaults stores personal defaults such as your job title, company size, and industry — the details first captured during onboarding.

Other settings tabs

The remaining settings tabs are documented in their own sections:

• Lead Statuses — see the Contacts section
• Team — see Team & Permissions
• Billing — see Billing & Plans
• Enrichment — see the Enrichment section
• AI — see the AI Features section
• API — see the API Reference section