Use Settings to change how the account works. Day-to-day CRM work stays in the main navigation (Today, Contacts, Transactions, Tasks); Settings is for one-time and occasional configuration.
Steps
- Step 1: Open Settings from the account section of the navigation.
- Step 2: Your profile and notification preferences are available to everyone.
- Step 3: Account-wide areas — business profile, team, custom lists and fields, templates, lead capture, mailbox and calendar connections, campaign senders — are managed by owners and admins.
- Step 4: For a guided, ordered view of what still needs configuring, use Setup instead of hunting through Settings.
Tip: If a settings area is read-only or missing for you, it is gated by your role — see Roles & permissions.
Tip: Internal site-admin tools are separate from account settings and only appear for authorized platform staff.
Good to know
- Changing account settings such as lists, fields, or the business profile affects everyone in the account.