"Settings" in the left menu holds your own settings and, for admins, the setup of the whole workspace. A search box and jump chips at the top take you straight to a card.
Every member sees:
- Personal details: your name, email address and password.
- Notification setup: your daily task summary email.
Admins also see:
- Workspace setup: name, currency, default country, email settings and deduplication.
- Projects, under Workspace setup: projects split one workspace's selling into separate streams. Until a workspace has a second project, nothing about projects shows anywhere except this card; the card offers a setup call to get more projects.
- Decisions (the "Decisions (ABC)" card) and Custom fields for companies, contacts and deals.
- The "Link manager" card: Link Listeners, Keyword Listeners, Listing websites and Search tools.
- Call manager: the Line Connect Index and where follow-up calls are filed.
Most lists show their count and limit, for example 2/3; at the limit "+ New" is greyed out.