Skip to main content

8 docs tagged with "settings"

View all tags

Configure CRM Settings

How sales admins set pipelines, lead scoring, lost reasons, territories, and templates in CRM.

Configure Payroll Settings

How administrators set pay frequency, overtime, leave rules, tax slabs, country packs, and GL accounts for Payroll.

Set Up AI Providers

How administrators add Gemini, OpenAI, or Claude, set a default provider, budgets, and prompt templates for AI Content.